Reese Chance Little
Investment adviser representative at Key Client Fiduciary Advisors, LLC
14 yearsExperience
2 statesRegistered in
$896.3MFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Key Client Fiduciary Advisors, LLCMar 2024 to now
- JP Morgan Chase BankJul 2022 to Mar 2024
- JP Morgan SecuritiesJul 2022 to Mar 2024
- UnemployedJun 2022 to Jun 2022
- Ohio Weselyan UniversityAug 2018 to May 2022
- N/aJul 2012 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Key Client Fiduciary Advisors, LLC
$896.3MAssets managed
2,272Clients
10Advisers
8 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
- 7594236
- Firm CRD
- 298240