DR
Deren A. Reid
STRATEGIC ADVISERS LLC
CLARKSVILLE, MD
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CRD#: 4529155
DR
Professional summary
Deren Andre Reid, who also goes by Deren Andre Reid, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Clarksville, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Rockville, Maryland.
Deren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Deren has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Deren Andre Reid
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.
OAA#: 19333 | ORG NAME:EBARTAB, LLC | ORG ADDR:ELLICOTT CITY, MD, US | NATURE OF BUS:MARKETING, BUSINESS STRATEGY FOR BARS | INVST REL:N | TITLE:FINANCE OFFICER | DUTIES:REVIEW REVENUE AND EXPENSE PROJECTIONS; ASSIST WITH BUDGET | START DT:09/28/2011 | TOTAL HRS P/M:.5 | SEC TRDNG HRS P/M:0
CRS (Client Relationship Summary) - RIA
Click below to view Deren Andre 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
RIA
CRD#: 104555
CLARKSVILLE, MD
Current
November 18, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 101 Monroe Street Rm 627, Rockville, MD 20850BD
CRD#: 7784
Rockville, MD
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CLARKSVILLE, MD
Past
December 14, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CLARKSVILLE, MD
Past
June 23, 2010 - November 8, 2010
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
BELTSVILLE, MD
Past
May 27, 2010 - November 8, 2010
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BELTSVILLE, MD
Past
February 4, 2009 - March 30, 2010
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
BALTIMORE, MD
Past
January 30, 2009 - March 30, 2010
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
BALTIMORE, MD
Past
February 21, 2006 - December 18, 2008
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
BALTIMORE, MD
Past
February 21, 2006 - December 18, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
BALTIMORE, MD
Past
October 20, 2004 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
RIA
CRD#: 6555
BALTIMORE, MD
Past
October 4, 2004 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
February 28, 2003 - September 29, 2004
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
BALTIMORE, MD
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(7/21/2021)
RR
Alaska(7/21/2021)
RR
Arizona(7/21/2021)
RR
Arkansas(7/21/2021)
RR
California(7/21/2021)
RR
Colorado(7/21/2021)
RR
Connecticut(7/21/2021)
RR
Delaware(7/21/2021)
RR
District of Columbia(11/18/2010)
RR
Florida(1/4/2012)
RR
Georgia(7/21/2021)
RR
Hawaii(7/21/2021)
RR
Idaho(7/21/2021)
RR
Illinois(7/21/2021)
RR
Indiana(7/21/2021)
RR
Iowa(7/21/2021)
RR
Kansas(7/21/2021)
RR
Kentucky(7/21/2021)
RR
Louisiana(7/21/2021)
RR
Maine(7/21/2021)
RR
Maryland(11/18/2010)
IAR
Maryland(3/31/2025)
RR
Massachusetts(7/21/2021)
RR
Michigan(7/21/2021)
RR
Minnesota(7/21/2021)
RR
Mississippi(7/21/2021)
RR
Missouri(7/21/2021)
RR
Montana(7/21/2021)
RR
Nebraska(7/21/2021)
RR
Nevada(7/21/2021)
RR
New Hampshire(7/21/2021)
RR
New Jersey(1/16/2014)
RR
New Mexico(7/21/2021)
RR
New York(7/21/2021)
RR
North Carolina(7/21/2021)
RR
North Dakota(7/21/2021)
RR
Ohio(7/22/2021)
RR
Oklahoma(7/21/2021)
RR
Oregon(7/21/2021)
RR
Pennsylvania(12/17/2010)
IAR
Pennsylvania(3/31/2025)
RR
Puerto Rico(7/21/2021)
RR
Rhode Island(7/21/2021)
RR
South Carolina(7/21/2021)
RR
South Dakota(7/21/2021)
RR
Tennessee(7/21/2021)
RR
Texas(7/21/2021)
IAR
Texas(3/31/2025)
RR
Utah(7/21/2021)
RR
Vermont(7/21/2021)
RR
Virgin Islands(7/21/2021)
RR
Virginia(11/18/2010)
IAR
Virginia(3/31/2025)
RR
Washington(7/21/2021)
RR
West Virginia(7/21/2021)
RR
Wisconsin(7/21/2021)
RR
Wyoming(7/21/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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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.
