Reed Stark

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

• 09/2019 → 01/2022
  Lpl Financial, Llc
  Overland Park, KS
• 09/2019 → 09/2020
  Bmg Advisors
  Kansas City, MO
• 08/2015 → 12/2019
  University Of Missouri-Kansas City
  Kansas City, MO
• 03/2017 → 08/2019
  Td Ameritrade
  Lees Summit, MO
• 11/2014 → 05/2018
  Academy Sports And Outdoors
  Belton, MO
• 03/2018 → 04/2018
  Lowes Home Improvement
  Raymore, MO
• 12/2020 → 12/2020
  Tall Oaks Advisors
  Overland Park, KS
• 01/2022 → Present
  Fidelity Investments
  Overland Park, KS
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2021-11-05

Other Names

• Reed Albert Stark