William Brett Rees
Investment adviser representative at Waldron Private Wealth
29 yearsExperience
3 statesRegistered in
$5.5BFirm assets
13 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Waldron Private WealthOct 2024 to now
- Waldron Prviate Wealth, LLCMar 2024 to now
- UnemployedJun 2023 to Mar 2024
- Northern Trust Securities, Inc.Dec 2002 to Jun 2023
- Northern Trust BankSep 1997 to Jun 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (DC, PA, TX).
Waldron Private Wealth
Legal name: Waldron Private Wealth, LLC
$5.5BAssets managed
517Clients
42Advisers
13 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
- 4619333
- Firm CRD
- 131063