Brenda D. Reid
STRATEGIC ADVISERS LLC | Wealth Management Senior Relationship Manager
LIVONIA, MI
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CRD#: 2539129
Professional summary
Brenda D. Reid, who also goes by Brenda Diana Dierckman, Brenda D Jones, Brenda Diana Jones, Brenda Diana Reid, Brenda Diana Wallace, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Livonia, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Farmington, Michigan.
Brenda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Brenda has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
As a Wealth Management Relationship Manager, I serve as the primary contact to affluent investors and their families committed to provide a high level of support based on individual needs and preferences.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brenda Diana Dierckman | Brenda D Jones | Brenda Diana Jones | Brenda Diana Reid | Brenda Diana Wallace
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-68413|OrgNmn:Optavia|Org Addr:Baltimore,Maryland,US|OBA Nature:Habits of Health - Lifestyle p|Invst Rel:N|Title:Opatvia coach|Duties:Just coaching others for otimal health/weight loss/ being accountable.|StrtDt:05-05-2022|TotHrs/mon:20|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Brenda D. Reid'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
Office #2: 30200 Northwestern Hwy, Farmington, MI 48334RIA
CRD#: 104555
LIVONIA, MI
Current
June 4, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 30200 Northwestern Hwy, Farmington, MI 48334BD
CRD#: 7784
Farmington, MI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NOVI, MI
Past
April 18, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SOUTHFIELD, MI
Past
February 21, 2012 - March 6, 2014
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ANN ARBOR, MI
Past
June 1, 2009 - February 27, 2012
MORGAN STANLEY
RIA
CRD#: 149777
FARMINGTON HILLS, MI
Past
June 1, 2009 - February 27, 2012
MORGAN STANLEY
BD
CRD#: 149777
FARMINGTON HILLS, MI
Past
May 28, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
LIVONIA, MI
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
LIVONIA, MI
Past
February 13, 2004 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
LIVONIA, MI
Past
July 1, 2003 - January 6, 2004
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
March 27, 2003 - June 6, 2003
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, NY
Past
April 11, 2001 - February 26, 2003
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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(3/2/2022)
RR
Alaska(3/2/2022)
RR
Arizona(6/26/2014)
RR
Arkansas(3/2/2022)
RR
California(1/7/2019)
RR
Colorado(1/7/2019)
RR
Connecticut(2/15/2021)
RR
Delaware(3/2/2022)
RR
District of Columbia(1/7/2019)
RR
Florida(6/5/2014)
RR
Georgia(2/15/2021)
RR
Hawaii(3/2/2022)
RR
Idaho(3/2/2022)
RR
Illinois(3/8/2021)
RR
Indiana(1/7/2019)
RR
Iowa(3/3/2022)
RR
Kansas(3/2/2022)
RR
Kentucky(3/3/2022)
RR
Louisiana(1/8/2019)
RR
Maine(1/7/2019)
RR
Maryland(2/16/2021)
RR
Massachusetts(2/16/2021)
RR
Michigan(6/25/2014)
IAR
Michigan(3/31/2025)
RR
Minnesota(2/17/2021)
RR
Mississippi(3/2/2022)
RR
Missouri(2/18/2021)
RR
Montana(3/2/2022)
RR
Nebraska(3/3/2022)
RR
Nevada(3/18/2022)
RR
New Hampshire(3/7/2022)
RR
New Jersey(2/16/2021)
RR
New Mexico(3/2/2022)
RR
New York(1/18/2019)
RR
North Carolina(1/5/2019)
RR
North Dakota(3/11/2022)
RR
Ohio(6/4/2014)
RR
Oklahoma(3/2/2022)
RR
Oregon(1/9/2019)
RR
Pennsylvania(2/16/2021)
RR
Puerto Rico(3/11/2022)
RR
Rhode Island(3/7/2022)
RR
South Carolina(1/8/2019)
RR
South Dakota(3/10/2022)
RR
Tennessee(3/2/2022)
RR
Texas(6/18/2014)
IAR
Texas(3/31/2025)
RR
Utah(3/2/2022)
RR
Vermont(3/2/2022)
RR
Virgin Islands(3/3/2022)
RR
Virginia(1/7/2019)
RR
Washington(2/12/2021)
RR
West Virginia(3/7/2022)
RR
Wisconsin(2/16/2021)
RR
Wyoming(3/3/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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.
Company Information
STRATEGIC ADVISERS LLC
Wealth Management Senior Relationship ManagerCRD#: 104555Livonia, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
