Derric Hoover

STRATEGIC ADVISERS LLC | Financial Consultant

WINTER PARK, FL

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CRD#: 5410339

Professional summary

Derric Hoover, who also goes by Derric L Hoover, Derric Lacy Hoover, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Winter Park, Florida and FIDELITY BROKERAGE SERVICES LLC located in Winter Park, Florida.

Derric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Derric has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

I am committed to partnering with you to help ensure that your financial plan is customized to meet your family's unique needs. Together, we will identify strategies to improve that plan and help grow, protect, and distribute wealth for today, tomorrow, and future generations. 

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Derric L Hoover | Derric Lacy Hoover

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derric Hoover's CRS (Customer Relationship Summary).

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®

None

Education

Florida A and M University

Master of Business Administration (MBA) - Finance

2005

Florida A and M University

Bachelor of Arts (BA) - Accounting

2003

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 900 North Orlando Ave, Winter Park, FL 32789-2924

RIA

CRD#: 104555

WINTER PARK, FL

Current

May 6, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 North Orlando Ave, Winter Park, FL 32789-2924

CRD#: 7784

WINTER PARK, FL

Past

June 15, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ALTAMONTE SPRINGS, FL

Past

January 28, 2021 - May 26, 2021

CWM, LLC

RIA

CRD#: 155344

Orlando, FL

Past

January 11, 2018 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Altamonte Springs, FL

Past

January 5, 2018 - January 11, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

Winter Park, FL

Past

January 4, 2018 - January 11, 2021

TD AMERITRADE, INC.

CRD#: 7870

Winter Park, FL

Past

July 16, 2012 - August 4, 2017

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

ADDISON, TX

Past

July 16, 2012 - August 4, 2017

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

ADDISON, TX

Past

February 26, 2010 - January 4, 2012

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

AUSTIN, TX

Past

February 3, 2010 - January 4, 2012

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

AUSTIN, TX

Past

January 5, 2008 - December 22, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

AUSTIN, TX

Past

November 8, 2007 - December 22, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

AUSTIN, TX

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".

STRATEGIC ADVISERS LLC

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.

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

California
(6/4/2021)

Connecticut
(7/18/2025)

Florida
(5/6/2021)

IAR

Florida
(3/31/2025)

Georgia
(10/4/2021)

Kentucky
(3/4/2022)

Maryland
(10/4/2021)

Nevada
(1/6/2024)

New Jersey
(7/7/2021)

New Mexico
(9/29/2023)

New York
(10/4/2021)

North Carolina
(10/4/2021)

Ohio
(7/13/2022)

Pennsylvania
(10/4/2021)

South Carolina
(3/2/2024)

Texas
(5/19/2021)

IAR

Texas
(3/31/2025)

Virginia
(3/4/2022)

Wisconsin
(7/21/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/20/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/7/2007

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Derric Hoover

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derric Hoover's CRS (Customer Relationship Summary).

Certified licenses

Education

Florida A and M University

Florida A and M University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CWM, LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2007

SIE

Date: 10/1/2018

Series 7

Date: 11/7/2007

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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