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Deren Reid

Strategic Advisers LLC
23 Years of Experience
Clarksville, MD
1 DisclosureBroker
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Deren Reid is a registered investment advisor at Strategic Advisers LLC, based in Clarksville, MD, with 23 years of industry experience. Deren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Clarksville, MD

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Deren is the Finance Officer for Ebartab, LLC, a marketing and business strategy company for bars, since 2011. Deren spends minimal time reviewing revenue and expense projections and assisting with the budget.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
November 2010 - Present · 15 yrs 11 mos
Fidelity Brokerage Services LLCBroker
November 2010 - Present · 15 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
December 2010 - July 2018 · 7 yrs 7 mos
Investment Advisors
June 2010 - November 2010 · 5 mos
Proequities, INC.Broker
May 2010 - November 2010 · 6 mos
Metlife Securities INC.
February 2009 - March 2010 · 1 yr 1 mo
Metlife Securities INC.Broker
January 2009 - March 2010 · 1 yr 2 mos
Citigroup Global Markets INC.
February 2006 - December 2008 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
February 2006 - December 2008 · 2 yrs 10 mos
Legg Mason Wood Walker INC
October 2004 - February 2006 · 1 yr 4 mos
Legg Mason Wood Walker, IncorporatedBroker
October 2004 - February 2006 · 1 yr 4 mos
T. Rowe Price Investment Services, INC.Broker
February 2003 - September 2004 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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