Curtis Brandon Reese
Investment adviser representative at Ameritas Advisory Services, LLC
13 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you Curtis Brandon Reese? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ameritas Advisory Services, LLCFeb 2024 to now
- Ameritas Investment Company, LLCFeb 2024 to now
- Harvest Wealth GroupJan 2024 to now
- Cx Institutional, LLCMay 2023 to Nov 2023
- Corecap Advisors, LLCAug 2022 to May 2023
- Tbs Retirement PlanningAug 2022 to May 2023
- Fisher InvestmentsJul 2022 to Aug 2022
- Exencial Wealth Advisors, LLCJul 2021 to Apr 2022
- Krilogy Financial, LLCDec 2020 to Jun 2021
- Mmwkm Advisors, LLCSep 2013 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 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
- 5292419
- Firm CRD
- 317245