user avatar

Reece Avery Anderson

Advisor at Fidelity — Rancho Palos Verdes, CA

Updated today

Credentials

Series 66

Experience

1 year

Location

Rancho Palos Verdes, CA

Fidelity logo

Fidelity

Institution

Total advisors

17,126

Across 1,870 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Reece Anderson is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at TSG Wealth Management and has diverse work experience including roles at Fitness 19 and Trader Joe's. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients through a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and long-term asset allocation benchmarks.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Location

See office

Rancho Palos Verdes, CA

Rancho Palos Verdes CA

Advisors at this office

2

Most active in

California · Texas

Work history

1 year of industry experience

FIdelity Investments

2025 - Present • 1 year

Torrance, CA

Tsg Wealth Management

2024 - 2024 • 1 year

Long Beach, CA

Fitness 19

2024 - 2024 • 1 year

Palos Verdes, CA

Trader Joe's

2024 - 2025 • 1 year

Rancho Palos Verdes, CA

Automatic Data Processing

2022 - 2024 • 2 years

Long Beach, CA

UnEMPLOYED

2022 - 2022 • 1 year

Palos Verdes, CA

Kalavera's

2022 - 2022 • 1 year

San Pedro, CA

UnEMPLOYED

2022 - 2022 • 1 year

Palos Verdes, CA

Anteater Recreation Center

2021 - 2022 • 1 year

Irvine, CA

University of California Irvine Intercollegiate Camps Assistant

2019 - 2021 • 2 years

Irvine, CA

UC Irvine

2018 - 2022 • 4 years

Irvine, CA

Island's Restaurants

2018 - 2022 • 4 years

Torrance, CA

Palos Verdes High

2015 - 2018 • 3 years

Palos Verdes, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Marie T

CFP®

Hawthorne, CA

Modern Assets, LLC

I'm Marie Thomasson, CFP®, and I built Mothered to offer financial planning for women so that money supports your human experience instead of dictating it. My clients carry a lot of labels: wife, divorcee, widow, mother, daughter, or single. At Mothered, you’re more than any of them. Whether you’re planning for the next three generations or “just” yourself, we support your needs and desires fully, without judgment, and with the care you deserve. You’ve carried the weight financially and emotionally, whether you’re in the midst of figuring out the moving parts or in a place to stop and get organized. Let Mothered share the load by caring for your finances like a mother would. Mothered keeps a small client load to give each person depth of care and attention. My job is to collaborate with you to build a framework that nurtures your financial empowerment so that your will outshines the pull of fear. My clients often bring me problems that aren’t financial, and I organize a financial gameplan to dispel the fear at the root of the issue. Mothered’s services transmute your emotional responses to money so you can use it as the tool for the life you want: a life of art and culture, hotels with robes, travel, and care for your loved ones and community. Money gets to be a resource for connection and expression as well as freedom from want and security from fear. Wild, worldly matriarchs and childless cat ladies, please apply.

Inherited wealth ESG / Sustainable investing Inheritance planning Multi-generational wealth transfer Retired Artists or Creative Public Service Employee Caretaker Intergenerational Families Gen X (Born 1965-1980)
user avatar

George B

CFA®

Palos Verdes Estates, CA

Confido Capital, LLC

Brad Boyd, CFA, is founder and CIO of Confido Capital, LLC. He helps individuals, families and business owners build portfolios around their income needs, long-term goals and tolerance for risk. He brings 20+ years of investment-industry experience, with expertise in fixed income, income strategies, multi-asset investing, portfolio construction and risk management. Before founding Confido, Brad held executive and portfolio management roles at Oaktree and Payden & Rygel. Today, he combines that experience with personal, approachable investment management and wealth advisory, with a focus on the South Bay of Los Angeles.

Private / alternative investments Options & derivatives strategies Active portfolio management
user avatar

Linda W

CFP®, Series 63, Series 65

Long Beach, CA

Linda A. Walker, CFP

Linda Walker is a Certified Financial Planner® with 46 years of industry experience. She has served as principal of her independent firm, Linda A. Walker, CFP, since 1996 and has also been affiliated with LPL Financial since 1991. Her outside activities include limited involvement in non-variable insurance related to long-term care. Her firm provides financial planning and consulting services to a small client base, focusing on retirement, education, tax, and budgeting projections. The firm offers non-discretionary, fee-for-service advice emphasizing asset allocation using Morningstar tools and a combination of fundamental, technical, and cyclical analysis.

General retirement planning Income planning Cash flow / budgeting
user avatar

Jeffrey B

CFA®, Series 63, Series 65

Hermosa Beach, CA

Cove Street Capital, LLC

Jeffrey Bronchick is a CFA® charterholder and principal at Cove Street Capital, LLC, where he has worked since 2011. He holds Series 63 and Series 65 licenses. Cove Street Capital is an independent advisory firm that offers discretionary portfolio management to individuals, institutions, and various organizations. The firm uses a research-driven, value-oriented approach focusing on undervalued small- and micro-cap stocks through fundamental analysis and systematic screening.

Active portfolio management Concentrated stock management Private / alternative investments Real estate investing
user avatar

James R

CFP®, Series 63

Rancho Palos Verdes, CA

Reeves, James, Townsend

James Reeves is a CFP® with 34 years of industry experience. He has worked at Reeves, James, Townsend since 2020 and previously spent 16 years at Securities Service Network, LLC and SSN Advisory, Inc. The firm provides non-discretionary asset management and financial planning to individuals, trusts, estates, and business entities, maintaining a small client roster with roughly $17 million in assets under management. Investment advice is delivered on a non-discretionary basis, with a focus on fundamental analysis, client approval for trades, and regular account reviews.

Options & derivatives strategies Tax-loss harvesting Wealth management
user avatar

Stewart D

CFA®, Series 65

Rolling Hills Estates, CA

Darrell Capital Management, LLC

Stewart Darrell is a CFA® charterholder with 20 years of industry experience. He is the principal advisor at Darrell Capital Management, LLC, an independent firm he has led since 2020. Prior to this, he worked at Harris Financial Advisors, Inc. for four years. Darrell Capital Management is a fee-only wealth management firm serving individuals, high-net-worth families, and trusts. The firm provides discretionary investment management, financial planning, and family-office style services, emphasizing asset allocation, diversification, and ongoing portfolio monitoring using both fundamental and technical analysis.

Wealth management Tax-loss harvesting Private / alternative investments
Warmer team member

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.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)