Ricci Lee Reber
Investment adviser representative at The Simmons Partnership, Inc
14 yearsExperience
1 stateRegistered in
$216.5MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- The Simmons Partnership, IncFeb 2025 to now
- Public Company Accounting Oversight Board (pcaob)Dec 2019 to Jan 2025
- University of Baltimore Merrick School of BusinessJan 2019 to May 2019
- U.S. Congressional Budget Office (cbo)May 2018 to Dec 2019
- St. Mary's College of MarylandAug 2015 to May 2018
- American UniversityJan 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
The Simmons Partnership, Inc
$216.5MAssets managed
308Clients
2Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4528817
- Firm CRD
- 156740