Richard Michael Reasoner

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 03/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Buford, GA
• 03/2017 → 12/2021
  Arkadios Capital
  Atlanta, GA
• 03/2017 → 11/2021
  Acg Wealth
  Atlanta, GA
• 01/2022 → 12/2023
  Arkadios Wealth Advisors
  Atlanta, GA
• 01/2024 → Present
  Fidelity Investments
  Sugar Hill, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Sugar Hill, GA
• 2022-01-12 → 2022-04-29
  Arkadios Wealth Advisors
  Atlanta, GA
• 2017-04-05 → 2021-11-30
  Acg Wealth Inc.
  Atlanta, GA
• 2009-10-23 → 2017-04-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
  Buford, GA
  Alpharetta, GA
• 2008-07-22 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Cumming, GA
  Alpharetta, GA
  Buford, GA
• 2006-04-20 → 2008-07-02
  Truist Investment Services, Inc.
  Atlanta, GA
  Tucker, GA
  Tucker, GA
  Stone Mountain, GA
  Stone Mountain, GA
  Lilburn, GA
  Snellville, GA
  Norcross, GA
  Gainesville, GA
  Gainseville, GA
  Gainesville, GA
  Gainesville, GA
  Blue Ridge, GA
  Atlanta, GA
• 2004-12-10 → 2006-04-01
  Citigroup Global Markets Inc.
  Atlanta, GA
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-08
• S65 Uniform Investment Adviser Law Examination
  2004-12-09

Other Names

• Rich Michael Reasoner
• Richard Michael Reasoner
• Richard M Reasoner