Reese Roberts
Investment adviser representative at Newedge Advisors
11 yearsExperience
2 statesRegistered in
$43.2BFirm assets
12 yearsFirm in business
Are you Reese Roberts? 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 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
11 years in the industry.
- Newedge AdvisorsOct 2022 to now
- Newedge SecuritiesOct 2022 to now
- Securities America Advisors, Inc.Jul 2020 to Oct 2022
- Securities America, Inc.Jul 2020 to Oct 2022
- Investacorp Advisory ServicesJun 2015 to Jul 2020
- Investacorp, Inc.Jun 2015 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
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
- 6486917
- Firm CRD
- 171351