John M. Reyes
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
CANTON, MI
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CRD#: 4851115
Professional summary
John Matthew Reyes, CFP®, who also goes by John Matthew Reyes, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Canton, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Ann Arbor, Michigan.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. John has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Every person should have a financial plan that is developed with their specific goals in mind. I work with my clients to make sure that I understand how they would define success for their financial plan so that I can work with them to develop and implement strategies that match their unique objectives. I believe a good financial plan should be developed and monitored over time with active involvement of the client so that their concerns are understood.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
John Matthew Reyes
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 John Matthew Reyes'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: 2018
Education
Michigan State University
Bachelor of Arts (BA) - Economics
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108RIA
CRD#: 104555
CANTON, MI
Current
March 30, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 500 E. Eisenhower Pkwy, Ste 100, Ann Arbor, MI 48108BD
CRD#: 7784
Ann Arbor, MI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CANTON, MI
Past
April 8, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ANN ARBOR, MI
Past
January 16, 2014 - March 19, 2015
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
LIVONIA, MI
Past
January 13, 2014 - March 19, 2015
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
LIVONIA, MI
Past
August 9, 2011 - January 21, 2014
TD AMERITRADE, INC.
RIA
CRD#: 7870
BIRMINGHAM, MI
Past
August 9, 2011 - January 21, 2014
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
BIRMINGHAM, MI
Past
August 4, 2011 - January 21, 2014
TD AMERITRADE, INC.
BD
CRD#: 7870
BIRMINGHAM, MI
Past
December 10, 2005 - July 26, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
LIVONIA, MI
Past
December 10, 2005 - July 26, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
LIVONIA, MI
Past
September 16, 2004 - November 21, 2005
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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(3/30/2015)
RR
Arkansas(2/12/2021)
RR
California(1/6/2017)
RR
Colorado(6/17/2021)
RR
Connecticut(1/5/2025)
RR
Florida(3/30/2015)
RR
Georgia(5/6/2022)
RR
Illinois(1/5/2018)
RR
Indiana(10/23/2018)
RR
Kentucky(4/23/2020)
RR
Maryland(8/13/2021)
RR
Massachusetts(9/9/2022)
RR
Michigan(3/30/2015)
IAR
Michigan(3/31/2025)
RR
Minnesota(4/23/2020)
RR
Mississippi(3/4/2022)
RR
Missouri(3/4/2022)
RR
Nebraska(1/5/2025)
RR
Nevada(10/9/2020)
RR
New Hampshire(8/28/2025)
RR
New Jersey(8/13/2021)
RR
New Mexico(3/25/2023)
RR
New York(1/5/2018)
RR
North Carolina(1/7/2018)
RR
Ohio(3/30/2015)
RR
Oregon(8/8/2020)
RR
Pennsylvania(4/23/2020)
RR
Rhode Island(3/25/2023)
RR
Tennessee(1/6/2017)
RR
Texas(3/30/2015)
IAR
Texas(3/31/2025)
RR
Virginia(1/6/2017)
RR
Washington(10/23/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Canton, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
