Davis Reed Bean
Investment adviser representative at Private Advisory
10 yearsExperience
1 stateRegistered in
$2.1BFirm assets
12 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Private AdvisorySep 2024 to now
- Private Advisory Group LLCFeb 2023 to now
- Utah Valley UniversityJan 2022 to now
- UnemployedOct 2021 to Dec 2021
- Working Horse RanchJun 2021 to Sep 2021
- UnemployedJul 2020 to May 2021
- Utah Valley UniversityAug 2019 to Jun 2020
- Self-employedJan 2019 to Aug 2019
- UnemployedAug 2018 to Dec 2018
- Brigham Yound University IdahoAug 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Private Advisory
Legal name: Private Advisory Group LLC
$2.1BAssets managed
929Clients
18Advisers
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
- 7975281
- Firm CRD
- 170043