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RIA / WealthAdvisor30 years in industry

Reed David Walters

Advisor at ACUMEN WEALTH ADVISORS, LLC

CHATTANOOGA, TN

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Search this name across graphsid dfx:ria:2a6f5e81-fd86-481c-8b14-ea957428170f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Feb 29, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ACUMEN WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 13, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 13, 1995
First registration: Feb 29, 2000
Dual registered: no
IAPD individual key: 2508923

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ACUMEN WEALTH ADVISORS, LLC	Independent wealth	Sep 2, 2025	n/a	yes	CHATTANOOGA, TN	Current employment
CALYDON CAPITAL, LLC	Independent wealth	Mar 8, 2024	Aug 14, 2025	no	MEMPHIS, TN	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 3, 2020	Feb 6, 2024	no	NEW YORK, NY\|MEMPHIS, TN	Previous registration
NUVEEN ASSET MANAGEMENT, LLC	Mixed wealth	Aug 22, 2016	Dec 4, 2019	no	Memphis, TN	Previous registration
TRADEWINDS GLOBAL INVESTORS, LLC	Former SEC adviser	Mar 31, 2015	Nov 30, 2016	no	MEMPHIS, TN\|LOS ANGELES, CA	Previous registration
SECTOR CAPITAL MANAGEMENT, L.L.C.	Former SEC adviser	Feb 11, 2014	May 18, 2015	no	MEMPHIS, TN	Previous registration
HIGHLAND CAPITAL MANAGEMENT, LLC	Mixed wealth	Apr 15, 2013	Oct 16, 2013	no	MEMPHIS, TN	Previous registration
SECTOR CAPITAL MANAGEMENT, L.L.C.	Former SEC adviser	Apr 13, 2011	Oct 16, 2013	no	MEMPHIS, TN	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 12, 2005	May 13, 2009	no	MEMPHIS, TN	Previous registration
ALDUS EQUITY PARTNERS	n/a	Jan 23, 2004	Jun 14, 2005	no	EADS, TN	Previous registration
CONSULTING SERVICES GROUP, LLC	Former SEC adviser	Feb 29, 2000	Nov 8, 2004	no	MEMPHIS, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CALYDON CAPITAL, LLC	ACUMEN WEALTH ADVISORS, LLC	Aug 14, 2025	Sep 2, 2025	19	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CALYDON CAPITAL, LLC	Feb 6, 2024	Mar 8, 2024	31	Firm change	Wirehouse to RIA
NUVEEN ASSET MANAGEMENT, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Dec 4, 2019	Dec 3, 2020	365	Firm change	RIA to wirehouse
TRADEWINDS GLOBAL INVESTORS, LLC	NUVEEN ASSET MANAGEMENT, LLC	Nov 30, 2016	Aug 22, 2016	-100	Firm change after gap	Other
SECTOR CAPITAL MANAGEMENT, L.L.C.	TRADEWINDS GLOBAL INVESTORS, LLC	May 18, 2015	Mar 31, 2015	-48	Firm change after gap	Other
HIGHLAND CAPITAL MANAGEMENT, LLC	SECTOR CAPITAL MANAGEMENT, L.L.C.	Oct 16, 2013	Feb 11, 2014	118	Firm change	Other
SECTOR CAPITAL MANAGEMENT, L.L.C.	HIGHLAND CAPITAL MANAGEMENT, LLC	Oct 16, 2013	Apr 15, 2013	-184	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	SECTOR CAPITAL MANAGEMENT, L.L.C.	May 13, 2009	Apr 13, 2011	700	Firm change after gap	Other
ALDUS EQUITY PARTNERS	UBS FINANCIAL SERVICES INC.	Jun 14, 2005	Dec 12, 2005	181	Firm change	Other
CONSULTING SERVICES GROUP, LLC	ALDUS EQUITY PARTNERS	Nov 8, 2004	Jan 23, 2004	-290	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
138476:155584:CA:2016-11-30	Nov 30, 2016	Aug 22, 2016	LOS ANGELES, CA	Firm change after gap
106782:138476:TN:2015-05-18	May 18, 2015	Mar 31, 2015	MEMPHIS, TN	Firm change after gap

Relationships

Registered with (10)

→ ACUMEN WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Sep 2, 2025 to presentfactForm ADV
→ CALYDON CAPITAL, LLCRegistered adviserregistration: previous registration
Mar 8, 2024 to Aug 14, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 3, 2020 to Feb 6, 2024factForm ADV
→ NUVEEN ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 22, 2016 to Dec 4, 2019factForm ADV
→ TRADEWINDS GLOBAL INVESTORS, LLCRegistered adviserregistration: previous registration
Mar 31, 2015 to Nov 30, 2016factForm ADV
→ SECTOR CAPITAL MANAGEMENT, L.L.C.Registered adviserregistration: previous registration
Feb 11, 2014 to May 18, 2015factForm ADV
→ HIGHLAND CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 15, 2013 to Oct 16, 2013factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 12, 2005 to May 13, 2009factForm ADV
→ ALDUS EQUITY PARTNERSRegistered adviserregistration: previous registration
Jan 23, 2004 to Jun 14, 2005factForm ADV
→ CONSULTING SERVICES GROUP, LLCRegistered adviserregistration: previous registration
Feb 29, 2000 to Nov 8, 2004factForm ADV

Dated events

Occurred
Aug 14, 2025
Advisor changed firm
Reed David Walters left Calydon Capital, Llc for Acumen Wealth Advisors, Llc (registered 2025-09-02)
Form ADVobserved 4 days ago
Occurred
Feb 6, 2024
Advisor changed firm
Reed David Walters left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Calydon Capital, Llc (registered 2024-03-08)
Form ADVobserved 4 days ago