Stephen Wesley Reeves
Investment adviser representative at Private Advisory
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
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.
- Private AdvisoryAug 2022 to now
- Private Advisory Group LLCJun 2022 to now
- Approach CapitalJan 2020 to May 2022
- Footprints Coastal Inc.Jan 2012 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (UT).
Private Advisory
Legal name: Private Advisory Group LLC
$2.1BAssets managed
929Clients
18Advisers
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
- 4756320
- Firm CRD
- 170043