Tabitha L. Reuther
STRATEGIC ADVISERS LLC | Wealth Management Planning Consultant I
EAST BOSTON, MA
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CRD#: 4570764
Professional summary
Tabitha L. Reuther, who also goes by Tabitha Leigh Reuther, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in East Boston, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.
Tabitha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Tabitha has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
Biography
As your Wealth Management Planning Consultant, I will partner with you and your Wealth Management Advisor to understand your short-term and long-term goals. Together, we will create and maintain a financial plan that is in pursuit of the unique needs of you and your family. Building a relationship with you and your family will be my top priority.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tabitha Leigh Reuther
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.
CRS (Client Relationship Summary) - RIA
Click below to view Tabitha L. Reuther'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®
NoneEducation
National University
Master of Business Administration (MBA) - business adminstration
2005
University of MO Columbia
Bachelor of Science (BS) - consumer affairs, finance
2001
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 155 Congress St, Boston, MA 02110RIA
CRD#: 104555
EAST BOSTON, MA
Current
July 17, 2009 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 155 Congress St, Boston, MA 02110BD
CRD#: 7784
BOSTON, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
October 18, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ST. LOUIS, MO
Past
March 31, 2008 - June 26, 2009
FIRST BROKERAGE AMERICA, L.L.C.
BD
CRD#: 43431
CLAYTON, MO
Past
January 23, 2007 - August 30, 2007
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. LOUIS, MO
Past
May 9, 2006 - December 18, 2006
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
SAN DIEGO, 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
Alabama(8/17/2010)
RR
Alaska(8/17/2010)
RR
Arizona(8/17/2010)
RR
Arkansas(8/17/2010)
RR
California(8/17/2010)
RR
Colorado(8/17/2010)
RR
Connecticut(8/17/2010)
RR
Delaware(8/17/2010)
RR
District of Columbia(11/19/2012)
RR
Florida(8/17/2010)
RR
Georgia(8/17/2010)
RR
Hawaii(11/19/2012)
RR
Idaho(8/17/2010)
RR
Illinois(7/17/2009)
RR
Indiana(8/17/2010)
RR
Iowa(8/17/2010)
RR
Kansas(8/17/2010)
RR
Kentucky(7/17/2009)
RR
Louisiana(8/17/2010)
RR
Maine(11/19/2012)
RR
Maryland(8/17/2010)
RR
Massachusetts(8/17/2010)
IAR
Massachusetts(3/31/2025)
RR
Michigan(8/17/2010)
RR
Minnesota(8/17/2010)
RR
Mississippi(1/4/2019)
RR
Missouri(7/17/2009)
IAR
Missouri(3/31/2025)
RR
Montana(11/19/2012)
RR
Nebraska(1/4/2019)
RR
Nevada(11/19/2012)
RR
New Hampshire(11/19/2012)
RR
New Jersey(1/4/2019)
RR
New Mexico(11/19/2012)
RR
New York(8/17/2010)
RR
North Carolina(8/18/2010)
RR
Ohio(8/18/2010)
RR
Oklahoma(1/4/2019)
RR
Oregon(8/17/2010)
RR
Pennsylvania(8/17/2010)
RR
Puerto Rico(1/4/2019)
RR
Rhode Island(7/12/2016)
RR
South Carolina(8/17/2010)
RR
South Dakota(11/19/2012)
RR
Tennessee(8/17/2010)
RR
Texas(8/17/2010)
IAR
Texas(3/31/2025)
RR
Utah(11/19/2012)
RR
Virgin Islands(1/4/2019)
RR
Virginia(8/17/2010)
RR
Washington(8/17/2010)
RR
Wisconsin(1/12/2011)
RR
Wyoming(1/4/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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 Planning Consultant ICRD#: 104555East Boston, MATRUST BUT VERIFY
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Contact information
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