Robert Fuller Reese
Investment adviser representative at Osaic Institutions, Inc.
17 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Osaic Institutions, Inc.Aug 2019 to now
- First BancorpAug 2019 to now
- Infinex Investments, Inc.Aug 2019 to now
- Ftb AdvisorsNov 2017 to Aug 2019
- Infinex Investments. Inc.Jan 2015 to Nov 2017
- Communityone Wealth ManagementFeb 2009 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 5408648
- Firm CRD
- 35371