Reid Strobel, financial advisor Newberry FL

Reid Strobel

CRD Number: 5287646
Current Firm: Aprio Wealth Management, LLC

Reid Strobel (CRD# 5287646) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Newberry, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Aprio, LLP Atlanta, GA Jan 2023 - Current < 1
Aprio Risk Management, LLC Atlanta, GA Jan 2023 - Current < 1
Aprio Wealth Management, LLC Atlanta, GA Jan 2023 - Current < 1
Rbc Capital Markets, LLC Baltimore, MD Dec 2018 - Dec 2022 4
M&t Securities Baltimore, MD Feb 2007 - Sep 2018 11
M&t Bank Baltimore, MD Dec 1998 - Sep 2018 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Reid M. Strobel
Phone Number: 404-892-9651
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,312
    MILLIONS
  • Total Number of Accounts
    1,149
    ACCOUNTS
  • Average Account Value
    $1,142,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, GA, LA, NC, NY, OH, PA, SC, TN, TX

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