Bart Reider
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Franklin, TX
Credentials
Series 66
Industry experience
9 years
About
Bart Reider is a financial advisor at Fidelity with nine years of industry experience and holds the Series 66 designation. His prior work includes roles at Cetera, Regions Bank, and Edward Jones. Outside of his advisory duties, he is a partner in a real estate development venture in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Location
Franklin, TX
Most active in
Bart R has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTS
2021 - Present (5 years)
Cetera
2020 - 2021 (1 year)
Regions BAnk
2020 - 2021 (1 year)
Cetera Investment Services Llc
2020 - 2021 (1 year)
UnEmployed
2019 - 2020 (1 year)
Edward Jones
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Bradley E
Series 63, Series 66
Hearne, TX
Edward Jones
Bradley Ely is a financial advisor with Edward Jones in Hearne, Texas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Ely helps manage a family ranching and farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.
Gerald G
CFP®, Series 66
Franklin, TX
Edward Jones
Gerald Giesenschlag is a CFP®-designated financial advisor with Edward Jones in Franklin, TX, where he has worked since 2016. He has nine years of industry experience and previously was involved with G6 Ranch. He is a limited partner in a family property holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a large network of financial advisors and branch offices. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products, operating under a fiduciary standard.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")