David Peter Reiss
Investment adviser representative at R. F. Lafferty & Co., Inc.
11 yearsExperience
3 statesRegistered in
$129.8MFirm assets
10 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- R. F. Lafferty & Co., Inc.Jan 2025 to now
- International Assets Advisory, LLCJan 2019 to Jan 2025
- International Assets Investment Management, LLCJan 2019 to Jan 2025
- Morgan Stanley Private Bank, National AssociationMay 2016 to Jan 2019
- Morgan StanleyDec 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (CA, CT, MA).
R. F. Lafferty & Co., Inc.
$129.8MAssets managed
125Clients
15Advisers
10 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
- 6591492
- Firm CRD
- 2498