Davyere Reed
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.
About
Davyere Reed is a Financial Consultant with experience in investment and workplace financial planning. Prior to the current role, Davyere served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Workplace Planning Associate at Fidelity Investments from 2022 to 2023. Earlier, Davyere worked as a Financial Representative at Northwestern Mutual from 2021 to 2022.
Davyere's approach to financial consulting emphasizes understanding each client's unique circumstances and goals to develop tailored financial plans. Key areas of focus include investment planning, tax-efficient investing, and estate planning considerations. Davyere is licensed with the California Insurance License.
The commitment to professionalism, respect, and honesty guides Davyere's client relationships and financial planning process.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Tax-loss harvesting
General estate planning guidance
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY Investments
2022 - Present (4 years)
Northwestern Mutual Investment Services LLC
2021 - 2022 (1 year)
Northwestern Mutual Life Insurance Company
2021 - 2022 (1 year)
Fusion Sign and Design
2019 - 2021 (2 years)
Sunseri Bros
2016 - 2019 (3 years)
Fineview Seasonal Services
2009 - 2016 (7 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.
Patricia M
Series 66
Monterey, CA
Fidelity
Patricia Miranda is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been serving clients for over twenty-five years, focusing on helping them pursue their financial goals and dreams through personalized strategies that consider their unique needs at any life stage. Her professional experience includes roles as a Financial Consultant and Workplace Financial Consultant at Fidelity Investments, as well as positions at UBS Financial Services, Toronto Dominion Securities Inc., Marathon Brokerage, Merrill Lynch Canada Inc., and the Investment Dealers' Association in Toronto. Patricia holds a CA Insurance License. Outside of her professional work, Patricia enjoys art, cooking and baking, family activities, gardening, hiking, and traveling.
Javier B
CFP®, Series 66
Carmel, CA
Edward Jones
Milda E
Series 66
Salinas, CA
Edward Jones
Christopher G
Series 66
Salinas, CA
Fidelity
Christopher Grado is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he partners with clients to develop comprehensive financial plans that align with their short-term and long-term goals. He focuses on understanding clients' priorities and works to ensure they feel confident in their financial future. Prior to his current position, Christopher served as a Financial Advisor at Edward Jones from 2018 to 2021. He holds a California Insurance License, supporting his ability to provide insurance-related financial guidance. Outside of his professional work, Christopher engages in family activities, parenthood, photography, and traveling.
Joseph A
Series 66
Salinas, CA
Edward Jones
Eduardo M
Series 66
Carmel, CA
Edward Jones
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