Skip to content

Reece Eddy

Investment adviser representative at &partners
10 yearsExperience
3 statesRegistered in
$30.3BFirm assets
35 yearsFirm in business

Are you Reece Eddy? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther

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

10 years in the industry.

  1. &partnersSep 2025 to now
  2. Equitable AdvisorsJan 2021 to Sep 2025
  3. Premier Lacrosse LeagueAug 2020 to Aug 2025
  4. Boston UniversityAug 2018 to Jun 2020
  5. Canisius CollegeAug 2016 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 3 states (NY, TX, VA).

&partners

$30.3BAssets managed
62,194Clients
544Advisers
35 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
7327270
Firm CRD
3767
Advisor's SEC record (opens in a new tab)
CallContact this firm