Lorie Reid

CRD 2174821 · Strategic Advisers LLC · Highlands Ranch, CO

IA RegisteredBroker

Also appears in the source record as: Lorie Michelle Colson; Lorie M Colson; Lorie M. Reid; Lorie Michelle Reid; Lorie Reid

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63Series 65Series 7TOSeries 6TOSIESeries 6
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 32
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (13)

From the source registration record · current first

Strategic Advisers LLCCurrent
Highlands Ranch, CO · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Highlands Ranch, CO · BD capacity

Jul 1, 2022 → present
Fidelity Personal And Workplace Advisors
IA capacity

Oct 11, 2022 → Mar 31, 2025
J.P. Morgan Securities LLC
BD capacity

Jun 25, 2019 → Jan 5, 2021
Key Investment Services LLC
BD capacity

Jul 10, 2006 → May 20, 2009
Key Investment Services LLC
IA capacity

Jul 10, 2006 → May 20, 2009
Valic Financial Advisors, Inc.
IA capacity

Apr 23, 2004 → Oct 28, 2004
Valic Financial Advisors, Inc.
BD capacity

Dec 5, 2003 → Oct 28, 2004
Jackson National Life Distributors, Inc.
BD capacity

Apr 4, 2002 → Aug 4, 2003
Janus Distributors, Inc.
BD capacity

Dec 19, 2000 → Feb 8, 2001
Invesco Distributors, Inc.
BD capacity

May 18, 1999 → Apr 5, 2000
Oppenheimerfunds Distributor, Inc.
BD capacity

Mar 6, 1996 → Oct 18, 1996
First Investors Corporation
BD capacity

Jul 28, 1994 → Mar 22, 1995

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2174821 ↗ FINRA BrokerCheck record for CRD 2174821 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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