Kirk Reimer
STRATEGIC ADVISERS | Vice President, Financial Consultant
SARASOTA, FL
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CRD#: 5109553
Professional summary
Kirk Reimer JR., CFP®, who also goes by Kirk Russell Reimer Jr, Kirk Russell Reimer Jr., Kirk Russell Reimer, Kirk Russell Reimer Jr, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sarasota, Florida and FIDELITY BROKERAGE SERVICES LLC located in Sarasota, Florida.
Kirk is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Kirk has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I work with individuals, business owners and organizations to create a personalized strategy based on your goals and what matters most to you. I will clearly lay out your options and offer guidance. I also focus on strategies designed to ensure tax efficient investing.
Question & Answer
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Kirk Russell Reimer Jr | Kirk Russell Reimer Jr. | Kirk Russell Reimer | Kirk Russell Reimer Jr
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 Kirk Reimer JR.'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: 2011
Education
Arizona State University
Bachelor of Science (BS) - Finance
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 201 N Cattlemen Rd, Sarasota, FL 34243RIA
CRD#: 104555
SARASOTA, FL
Current
June 4, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 201 N Cattlemen Rd, Sarasota, FL 34243BD
CRD#: 7784
Sarasota, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SARASOTA, FL
Past
July 12, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SARASOTA, FL
Past
April 9, 2009 - May 15, 2013
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
TAMPA, FL
Past
April 3, 2009 - May 15, 2013
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
TAMPA, FL
Past
December 1, 2007 - December 22, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SCOTTSDALE, AZ
Past
September 7, 2007 - December 22, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SCOTTSDALE, AZ
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(1/27/2026)
RR
Alaska(10/8/2019)
RR
Arizona(1/9/2025)
RR
California(3/2/2024)
RR
Colorado(10/8/2019)
RR
Connecticut(6/4/2013)
RR
Delaware(5/6/2022)
RR
District of Columbia(1/5/2018)
RR
Florida(6/4/2013)
IAR
Florida(3/31/2025)
RR
Georgia(6/4/2013)
RR
Hawaii(1/5/2018)
RR
Idaho(3/27/2021)
RR
Illinois(6/4/2013)
RR
Indiana(6/4/2013)
RR
Kansas(6/10/2025)
RR
Kentucky(8/17/2017)
RR
Maine(3/31/2026)
RR
Maryland(10/21/2025)
RR
Massachusetts(6/4/2013)
RR
Michigan(6/4/2013)
RR
Missouri(8/13/2021)
RR
New Hampshire(7/19/2024)
RR
New Jersey(5/22/2025)
RR
New Mexico(1/4/2025)
RR
New York(6/4/2013)
RR
North Carolina(6/7/2024)
RR
Ohio(6/4/2013)
RR
Pennsylvania(6/4/2013)
RR
Rhode Island(2/20/2025)
RR
South Carolina(3/2/2024)
RR
Tennessee(6/4/2013)
RR
Texas(6/4/2013)
IAR
Texas(3/31/2025)
RR
Virginia(11/8/2024)
RR
Washington(10/8/2019)
RR
West Virginia(11/12/2025)
RR
Wisconsin(6/4/2013)
Exams
State Security Law 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)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
Vice President, Financial ConsultantCRD#: 104555Sarasota, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
