Tatum L. Reeves
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Home InsteadDec 2025 to Jan 2026
- DoordashDec 2025 to Dec 2025
- DepopNov 2025 to Jan 2026
- Fidelity InvestmentsJun 2025 to Aug 2025
- Home InsteadMay 2025 to May 2025
- Baylor UniversityAug 2022 to Dec 2025
- Horseshoe Bay ResortJul 2022 to Jun 2024
- UnemployedJun 2022 to Jun 2022
- Halfmann's Cake CottageJan 2022 to May 2022
- Christoval High SchoolAug 2018 to May 2022
- Christoval Junior HighAug 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8215821
- Firm CRD
- 104555