Reid Michael Strobel

Employer firm

Aprio Wealth Management, LLC CRD 127333

$4.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 12/2018 → 12/2022
  Rbc Capital Markets, Llc.
  Baltimore, MD
• 01/2023 → Present
  Aprio Advisory Group
  Atlanta, GA
• 01/2023 → Present
  Aprio Risk Management, Llc
  Atlanta, GA
• 01/2023 → Present
  Aprio Wealth Management, Llc
  Atlanta, GA
• 02/2007 → 09/2018
  M&T Securities
  Baltimore, MD
• 12/1998 → 09/2018
  M&T Bank
  Baltimore, MD

Previous Registrations

• 2019-12-13 → 2023-01-13
  Rbc Capital Markets, Llc
  Baltimore, MD
  Baltimore, MD

Other Businesses

APRIO RISK MANAGEMENT; INVESTMENT RELATED; 2002 SUMMIT BLVD, STE 120 ATLANTA GA 30319; AGENT INSURANCE; START DATE: 1/2023; ON AN AS NEEDED BASIS; SALES OF VARIOUS INSURANCE PRODUCTS APRIO ADVISORY GROUP; NOT INVESTMENT RELATED; 2002 SUMMIT BLVD, STE 120 ATLANTA GA 30319; EMPLOYEE

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-13
• S63 Uniform Securities Agent State Law Examination
  2007-06-13

Other Names

• Reid Strobel
• Reid Michael Strobel