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Reed Abend

Strategic Advisers LLC

Norwalk, CT

CRD 3225141

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Norwalk, CT • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 11/2019 12/2020
Northwestern Mutual Investments Services Llc Westport CT 01/2020 12/2020
1Environmental Llc Seguin TX 12/2015 12/2018
Rapid Oxygen Stamford CT 01/2019 10/2019
Unemployed Norwalk CT 01/2021 02/2021
Strategic Lifelines Llc Hamden CT 02/2021 04/2021
Fidelity Investments Merrimack NH 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → 12/2020
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2020 → 12/2020
    Northwestern Mutual Investments Services Llc
    Westport, CT
  • 12/2015 → 12/2018
    1Environmental Llc
    Seguin, TX
  • 01/2019 → 10/2019
    Rapid Oxygen
    Stamford, CT
  • 01/2021 → 02/2021
    Unemployed
    Norwalk, CT
  • 02/2021 → 04/2021
    Strategic Lifelines Llc
    Hamden, CT
  • 04/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-28
S63 Uniform Securities Agent State Law Examination 2020-03-04
  • S65 Uniform Investment Adviser Law Examination
    2020-07-28
  • S63 Uniform Securities Agent State Law Examination
    2020-03-04
Other Names
  • Reed Abend

View on SEC IAPD

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