TJ
Todd J. Johnson
STRATEGIC ADVISERS LLC
MUSKEGO, WI
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CRD#: 4715143
TJ
Professional summary
Todd John Johnson, who also goes by Todd Johnson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Muskego, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Deer Park, Illinois.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Todd has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd Johnson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) SELF-EMPLOYED; NOT INVESTMENT RELATED; MUSKEGO, WI 53150; AUTHOR; 10/03/2016; 1 HOUR/MONTH; 0 HOURS/MONTH DURING TRADING HOURS; WROTE A KIDS BOOK THAT IS PUBLISHED AND AVAILABLE FOR SALE ON AMAZON. THERE IS A SUPPORTING WEBSITE.
CRS (Client Relationship Summary) - RIA
Click below to view Todd John Johnson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MUSKEGO, WI
Current
May 28, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 20530 North Rand Road Suite 448, Deer Park, IL 60010BD
CRD#: 7784
Deer Park, IL
Past
July 5, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MUSKEGO, WI
Past
August 24, 2015 - May 17, 2019
VOYA FINANCIAL PARTNERS, LLC
RIA
CRD#: 34815
MUSKEGO, WI
Past
August 24, 2015 - May 17, 2019
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
Past
August 18, 2011 - August 17, 2015
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
MILWAUKEE, WI
Past
April 4, 2011 - August 17, 2015
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
MILWAUKEE, WI
Past
September 11, 2009 - March 14, 2011
MUTUAL OF AMERICA SECURITIES LLC
BD
CRD#: 27878
MILWAUKEE, WI
Past
September 11, 2009 - March 14, 2011
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
BD
CRD#: 15356
MILWAUKEE, WI
Past
February 9, 2009 - September 10, 2009
NEW ENGLAND SECURITIES
BD
CRD#: 615
BROOKFIELD, WI
Past
October 4, 2007 - February 9, 2009
PACKERLAND BROKERAGE SERVICES, INC.
BD
CRD#: 37031
PORT WASHINGTON, WI
Past
October 25, 2006 - October 5, 2007
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past
December 16, 2004 - September 12, 2006
PACKERLAND BROKERAGE SERVICES, INC.
BD
CRD#: 37031
MUSKEGO, WI
Past
October 17, 2003 - December 16, 2004
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/2/2020)
RR
Alaska(10/2/2020)
RR
Arizona(10/2/2020)
RR
Arkansas(10/2/2020)
RR
California(10/2/2020)
RR
Colorado(10/2/2020)
RR
Connecticut(10/2/2020)
RR
Delaware(10/2/2020)
RR
District of Columbia(10/2/2020)
RR
Florida(10/2/2020)
RR
Georgia(10/2/2020)
RR
Hawaii(10/2/2020)
RR
Idaho(10/2/2020)
RR
Illinois(5/28/2019)
RR
Indiana(5/28/2019)
RR
Iowa(5/28/2019)
RR
Kansas(10/2/2020)
RR
Kentucky(10/2/2020)
RR
Louisiana(10/2/2020)
RR
Maine(10/2/2020)
RR
Maryland(10/2/2020)
RR
Massachusetts(10/2/2020)
RR
Michigan(5/28/2019)
RR
Minnesota(5/28/2019)
RR
Mississippi(10/2/2020)
RR
Missouri(10/2/2020)
RR
Montana(10/2/2020)
RR
Nebraska(9/19/2019)
RR
Nevada(10/2/2020)
RR
New Hampshire(10/2/2020)
RR
New Jersey(10/2/2020)
RR
New Mexico(10/2/2020)
RR
New York(10/2/2020)
RR
North Carolina(10/2/2020)
RR
North Dakota(10/2/2020)
RR
Ohio(10/4/2020)
RR
Oklahoma(10/2/2020)
RR
Oregon(10/2/2020)
RR
Pennsylvania(10/2/2020)
RR
Rhode Island(10/2/2020)
RR
South Carolina(10/2/2020)
RR
South Dakota(10/2/2020)
RR
Tennessee(10/2/2020)
RR
Texas(10/2/2020)
IAR
Texas(3/31/2025)
RR
Utah(10/2/2020)
RR
Vermont(10/2/2020)
RR
Virginia(10/2/2020)
RR
Washington(10/2/2020)
RR
West Virginia(10/2/2020)
RR
Wisconsin(5/28/2019)
IAR
Wisconsin(3/31/2025)
RR
Wyoming(10/2/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
