DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)33 years in industry

TERRY STOOR

Advisor at STRATEGIC ADVISERS LLC

ATLANTA, GA | SMYRNA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7eacfb1e-d4c8-eae1-040c-be9beb42bb8e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 1, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 9, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 9, 1993
First registration: Apr 1, 2003
Dual registered: yes, broker-dealer
Other names: BRADY ALLAN STOOR|TERRY ALLAN STOOR|Terry A Stoor
IAPD individual key: 2314864

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	ATLANTA, GA\|SMYRNA, GA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 7, 2020	Mar 31, 2025	no	ATLANTA, GA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Dec 9, 2019	Jun 5, 2020	no	ARLINGTON, VA\|Alpharetta, GA	Previous registration
HENSSLER FINANCIAL	Independent wealth	Dec 5, 2018	Feb 14, 2020	no	KENNESAW, GA	Previous registration
PEACHCAP TAX & ADVISORY, LLC	Independent wealth	Nov 15, 2017	Oct 3, 2018	no	ATLANTA, GA	Previous registration
CAPE INVESTMENT ADVISORY, INC.	Independent wealth	Aug 28, 2017	Nov 16, 2017	no	MCDONOUGH, GA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 1, 2003	May 11, 2016	no	Orlando, FL\|Sandy Springs, GA\|Atlanta, GA\|ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 5, 2020	Jul 7, 2020	32	Firm change	RIA to ibd
HENSSLER FINANCIAL	E*TRADE CAPITAL MANAGEMENT, LLC	Feb 14, 2020	Dec 9, 2019	-67	Firm change after gap	RIA to RIA
PEACHCAP TAX & ADVISORY, LLC	HENSSLER FINANCIAL	Oct 3, 2018	Dec 5, 2018	63	Firm change	RIA to RIA
CAPE INVESTMENT ADVISORY, INC.	PEACHCAP TAX & ADVISORY, LLC	Nov 16, 2017	Nov 15, 2017	-1	Firm change	Other
CHARLES SCHWAB & CO., INC.	CAPE INVESTMENT ADVISORY, INC.	May 11, 2016	Aug 28, 2017	474	Firm change after gap	Other

Relationships

Registered with (7)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 7, 2020 to Mar 31, 2025factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 9, 2019 to Jun 5, 2020factForm ADV
→ HENSSLER FINANCIALRegistered adviserregistration: previous registration
Dec 5, 2018 to Feb 14, 2020factForm ADV
→ PEACHCAP TAX & ADVISORY, LLCRegistered adviserregistration: previous registration
Nov 15, 2017 to Oct 3, 2018factForm ADV
→ CAPE INVESTMENT ADVISORY, INC.Registered adviserregistration: previous registration
Aug 28, 2017 to Nov 16, 2017factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 1, 2003 to May 11, 2016factForm ADV

Dated events

No dated event names this entity yet.