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Douglas P Reeb

Strategic Advisers LLC

Crystal River, FL

The Villages, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Crystal River, FL • United States

1057 Lake Sumter Landing, The Villages, FL 32162-2698 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lady Lake FL 05/2012 12/2022
Bank Of America, N.A. Lady Lake FL 05/2012 12/2022
Fidelity Investments The Villages FL 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2012 → 12/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lady Lake, FL
  • 05/2012 → 12/2022
    Bank Of America, N.A.
    Lady Lake, FL
  • 12/2022 → Present
    Fidelity Investments
    The Villages, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    The Villages, FL
  • 2012-06-18 → 2022-12-02
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Mount Dora, FL
    Ocala, FL
    Lady Lake, FL
    Jacksonville, FL
    Lady Lake, FL
    The Villages, FL
    Lady Lake, FL
    Tampa, FL
    Lady Lake, FL
    Lady Lake, FL
    The Villages, FL
    Lady Lake, FL
    The Villages, FL
    The Villages, FL
    Lady Lake, FL
    Lady Lake, FL
    Lady Lake, FL
    Lady Lake, FL
    Lady Lake, FL
  • 2010-07-20 → 2012-01-03
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Weeki Wachee, FL
Other Businesses

OBA-94614|OrgNmn:Gem Coast Develepment, LLC|Org Addr:Crystal Ri,Florida,US|OBA Nature:A real estate holding company|Invst Rel:Y|Title:Sole Proprietor|Duties:No Duties or obligations |StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-15
  • S66 Uniform Combined State Law Examination
    2010-07-15
Other Names
  • Douglas Paul Reeb
  • Douglas P. Reeb
  • Doug Reeb
  • Douglas P Reeb

View on SEC IAPD

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