Reed Meason
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsSep 2024 to now
- Bsn Sports LLCDec 2022 to Sep 2024
- Bent Tree Country ClubApr 2022 to Nov 2022
- H-e-bFeb 2022 to Mar 2022
- UnemployedJan 2022 to Jan 2022
- Northern Texas PgaMay 2021 to Aug 2021
- Guardian Industries LLCMay 2019 to Jul 2019
- Texas Tech UniversityAug 2018 to Dec 2021
- Guardian Industries LLCMay 2018 to Aug 2018
- Ymca of CorsicanaNov 2017 to Feb 2018
- Ymca of CorsicanaNov 2016 to Feb 2017
- Corsicana High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7987591
- Firm CRD
- 104555