Scott A. Reinke
STRATEGIC ADVISERS LLC | Financial Consultant
TIGARD, OR
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CRD#: 6340678
Professional summary
Scott Alan Reinke, CFP®, who also goes by Scott Reinke, Scott A Reinke, Scott Alan Reinke, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Tigard, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Tigard, Oregon.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Scott has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I partner with individuals and families to develop financial plans designed to help work towards their financial needs and goals. As a CERTIFIED FINANCIAL PLANNER™ professional, my goal is to educate and empower clients to make informed decisions that fit their financial needs. By working with me, I'm confident I can help you navigate the complex world of financial planning.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Reinke | Scott A Reinke | Scott Alan Reinke
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 Scott Alan Reinke'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®
Education
Oregon State University
Bachelor of Science (BS) - Finance
2014
Oregon State University
Bachelor of Science (BS) - Accounting
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224RIA
CRD#: 104555
TIGARD, OR
Current
March 11, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224BD
CRD#: 7784
Tigard, OR
Past
March 19, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TIGARD, OR
Past
November 30, 2018 - March 12, 2019
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
PORTLAND, OR
Past
October 30, 2018 - March 12, 2019
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
PORTLAND, OR
Past
December 13, 2017 - November 23, 2018
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
WEST LINN, OR
Past
June 20, 2014 - November 24, 2017
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
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
Arizona(2/3/2020)
RR
Arkansas(9/29/2023)
RR
California(1/12/2021)
RR
Colorado(3/25/2023)
RR
Connecticut(7/21/2023)
RR
Florida(8/8/2020)
RR
Hawaii(3/4/2022)
RR
Idaho(5/8/2023)
RR
Indiana(8/13/2021)
RR
Louisiana(4/9/2021)
RR
Maryland(9/29/2023)
RR
Massachusetts(11/16/2020)
RR
Minnesota(10/8/2021)
RR
Montana(11/22/2023)
RR
Nevada(3/11/2020)
RR
New Mexico(6/4/2021)
RR
New York(9/29/2023)
RR
Oregon(3/18/2019)
IAR
Oregon(3/31/2025)
RR
Pennsylvania(3/12/2021)
RR
Rhode Island(8/13/2021)
RR
South Carolina(9/29/2023)
RR
Tennessee(6/4/2021)
RR
Texas(8/28/2023)
IAR
Texas(3/31/2025)
RR
Utah(4/29/2024)
RR
Virginia(8/8/2020)
RR
Washington(3/11/2019)
RR
West Virginia(11/16/2020)
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
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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
Financial ConsultantCRD#: 104555Tigard, ORTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
