Inactive

Reed David Walters

Acumen Wealth Advisors, LLC

Chattanooga, TN

Claim This Profile

Current Employers

Acumen Wealth Advisors, Llc

250 Forest Avenue, Chattanooga, TN 37405 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-09-02

TN RA
APPROVED

Since 2025-09-02

Branch Locations

250 Forest Avenue, Chattanooga, TN 37405 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Tradewinds Global Investors, Llc	Los Angeles	CA	03/2015	11/2016
Nuveen Asset Management, Llc	Chicago	IL	08/2016	12/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Memphis	TN	11/2020	01/2024
Rw Consulting	Memphis	TN	01/2020	11/2020
Bank Of America, N.A.	Memphis	TN	02/2021	01/2024
Principal Street Partners, Llc	Memphis	TN	02/2024	08/2025
Acumen Wealth Advisors, Llc	Chattanooga	TN	09/2025	Present

03/2015 → 11/2016

Tradewinds Global Investors, Llc

Los Angeles, CA
08/2016 → 12/2019

Nuveen Asset Management, Llc

Chicago, IL
11/2020 → 01/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Memphis, TN
01/2020 → 11/2020

Rw Consulting

Memphis, TN
02/2021 → 01/2024

Bank Of America, N.A.

Memphis, TN
02/2024 → 08/2025

Principal Street Partners, Llc

Memphis, TN
09/2025 → Present

Acumen Wealth Advisors, Llc

Chattanooga, TN

Previous Registrations

2024-03-08 → 2025-08-14

Calydon Capital, Llc

Memphis, TN
2020-12-03 → 2024-02-06

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Memphis, TN

New York, NY
2016-08-22 → 2019-12-04

Nuveen Asset Management, Llc

Memphis, TN
2015-03-31 → 2016-11-30

Tradewinds Global Investors, Llc

Memphis, TN

Los Angeles, CA
2014-02-11 → 2015-05-18

Sector Capital Management, L.L.C.

Memphis, TN
2013-04-15 → 2013-10-16

Highland Capital Management, Llc

Memphis, TN
2011-04-13 → 2013-10-16

Sector Capital Management, L.L.C.

Memphis, TN
2005-12-12 → 2009-05-13

Ubs Financial Services Inc.

Memphis, TN
2004-01-23 → 2005-06-14

Aldus Equity Partners

Eads, TN
2000-02-29 → 2004-11-08

Consulting Services Group, Llc

Memphis, TN

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2021-03-22
S65	Uniform Investment Adviser Law Examination	1995-12-13

S63 Uniform Securities Agent State Law Examination

2021-03-22
S65 Uniform Investment Adviser Law Examination

1995-12-13

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

EQUITABLE ADVISORS, LLC

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

PFS INVESTMENTS INC.

OSAIC WEALTH, INC.

Other Investors

Julie Cook Elsea

Dennis Keith Wolfe

Anthony Mark D'Andrea

Lisa Wink Listecki

Austin David Cone

Evan Bennett Russell

DILLON DEAN GEORGE

WILLIAM PAUL EVANS

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN

EQUITABLE ADVISORS, LLC · CHATTANOOGA, TN

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT · Chattanooga, TN

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chatanooga, TN

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Chatanooga, TN

AMERIPRISE FINANCIAL SERVICES, LLC · Chattanooga, TN

More in Chattanooga, TN

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor