Ruth Hymes
STRATEGIC ADVISERS LLC | Financial Consultant
WOODLAND HILLS, CA
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CRD#: 6926898
Professional summary
Ruth Hymes, CFP®, who also goes by Ruthi Hymes, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Woodland Hills, California and FIDELITY BROKERAGE SERVICES LLC located in Woodland Hills, California.
Ruth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Ruth has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I believe that no one has ever planned to fail, but many have failed to plan. As your Financial Consultant, I will work with you to develop a comprehensive financial plan based on your individual needs, and together we will implement it in pursuit of your goals. I am dedicated to becoming your most trusted advisor, built on a foundation of honesty, integrity, and full transparency.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Ruthi Hymes
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.
OBA-114711|OrgNmn:Better Than Shop Class|Org Addr:Woodland H,California,US|OBA Nature:Home renovation/DIY related In|Invst Rel:N|Title:Sole Proprietor|Duties:Self-directed|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Ruth Hymes'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®
CFP®
Start date: 2021
Education
Royal Central School of Speech and Drama
Master of Fine Arts - Writing for Stage and Broadcast Media
2014
Trinity College Dublin
Bachelor of Arts (BA) - Drama and English
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215RIA
CRD#: 104555
WOODLAND HILLS, CA
Current
March 22, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6363 Topanga Canyon Boulevard, Woodland Hills, CA 91367-2215BD
CRD#: 7784
Woodland Hills, CA
Past
March 27, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WOODLAND HILLS, CA
Past
January 29, 2019 - December 22, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
LOS ANGELES, CA
Past
October 11, 2018 - December 22, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
LOS ANGELES, CA
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
Arizona(3/25/2023)
RR
California(3/22/2021)
IAR
California(3/31/2025)
RR
Colorado(4/9/2024)
RR
Massachusetts(10/9/2025)
RR
Nevada(7/8/2022)
RR
New York(4/9/2021)
RR
Texas(4/10/2021)
IAR
Texas(3/31/2025)
RR
Washington(9/29/2023)
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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Woodland Hills, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
