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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

BART P REESE

Advisor at STRATEGIC ADVISERS LLC

CENTERVILLE, UT | SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:ae7ec85e-e5e7-3271-14a1-b1fc18cb7707

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 20, 2014 to Sep 15, 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: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 2, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Dec 2, 1999
First registration: Nov 20, 2014
Dual registered: yes, broker-dealer
Other names: BARTON HANSEN LAWES|BART P. REESE|BART PEHRSON REESE|Bart Reese
IAPD individual key: 4007162

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
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	SALT LAKE CITY, UT\|CENTERVILLE, UT	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 29, 2018	Mar 31, 2025	no	SALT LAKE CITY, UT	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Jun 20, 2017	Jul 31, 2018	no	LAYTON, UT\|NAMPA, ID	Previous registration
TRANSAMERICA RETIREMENT ADVISORS, LLC	Bd affiliated wealth	Nov 20, 2014	Dec 31, 2016	no	NORTH SALT LAKE, UT	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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
ONEAMERICA SECURITIES, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 31, 2018	Aug 29, 2018	29	Firm change	Ibd to ibd
TRANSAMERICA RETIREMENT ADVISORS, LLC	ONEAMERICA SECURITIES, INC.	Dec 31, 2016	Jun 20, 2017	171	Firm change	Other

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 29, 2018 to Mar 31, 2025factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Jun 20, 2017 to Jul 31, 2018factForm ADV
→ TRANSAMERICA RETIREMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 20, 2014 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.