Kimberly M. Reynolds

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

• 11/2018 → 01/2020
  Wells Fargo Clearing Services, Llc.
  Atlanta, GA
• 04/2015 → 11/2018
  Wells Fargo Bank Na
  Montgomery, AL
• 11/2018 → 01/2020
  Wells Fargo Bank, Na
  Atlanta, GA
• 01/2020 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 01/2020 → 06/2021
  Bank Of America, N.A.
  Atlanta, GA
• 06/2021 → Present
  Fidelity Brokerage Services Llc
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Douglasville, GA
• 2020-02-03 → 2021-06-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Douglasville, GA
  Atlanta, GA
  Atlanta, GA
• 2019-04-15 → 2020-01-22
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Atlanta, GA

Other Businesses

OBA-60667|OrgNmn:Reynolds Consulting LLC |Org Addr:Mableton,Georgia,US|OBA Nature:Real Estate Investing |Invst Rel:Y|Title:Sole Proprietor|Duties:Will hold purchase, rehab, and sell properties. Will also act as agent in transaction. |StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-04-08

Other Names

• Kimberly Marie Davis
• Kimberly Marie Reynolds