Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Clarksville, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Washington DC 10/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2010 → Present
    Fidelity
    Washington, DC
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Clarksville, MD
  • 2010-12-14 → 2018-07-13
    Washington, DC
    Bethesda, MD
    Clarksville, MD
  • 2010-06-23 → 2010-11-08
    Concourse Financial Group Securities, Inc.
    Calverton, MD
    Beltsville, MD
    Birmingham, AL
  • 2009-02-04 → 2010-03-30
    Msi Financial Services, Inc.
    Elkridge, MD
  • 2006-02-21 → 2008-12-18
    Baltimore, MD
    New York, NY
  • 2004-10-20 → 2006-02-21
    Legg Mason Wood Walker, Incorporated
    Baltimore, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-19
S63 Uniform Securities Agent State Law Examination 2003-06-02
  • S66 Uniform Combined State Law Examination
    2004-10-19
  • S63 Uniform Securities Agent State Law Examination
    2003-06-02
Other Names
  • Deren Andre Reid

View on SEC IAPD

More in Clarksville, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor