Bart Reider

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

• 01/2015 → 01/2019
  Edward Jones
  St Louis, MO
• 02/2019 → 05/2020
  Unemployed
  Deer Park, TX
• 06/2020 → 04/2021
  Cetera Investment Advisers Llc
  Deer Park, TX
• 06/2020 → 04/2021
  Regions Bank
  Pasadena, TX
• 06/2020 → 04/2021
  Cetera Investment Services Llc
  St. Cloud, MN
• 04/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2020-06-29 → 2021-04-29
  Cetera Investment Advisers Llc
  Pasadena, TX
• 2015-03-16 → 2019-01-30
  Edward Jones
  Houston, TX
  Houston, TX
  St Louis, MO
  Webster, TX

Other Businesses

OBA-66821|OrgNmn:Undetermined |Org Addr:Mont Belvi,Texas,US|OBA Nature:Real estate development|Invst Rel:Y|Title:Partner|Duties:none|StrtDt:03-14-22|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams

• S66 Uniform Combined State Law Examination
  2015-03-13

Other Names

• Bart Reider
• Bart Lewis Reider