Sheree Dorothy Reeling
Investment adviser representative at The Fiduciary Alliance
11 yearsExperience
1 stateRegistered in
$2.5BFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- The Fiduciary AllianceJun 2026 to now
- Mini Melody MakersAug 2019 to now
- LPL Financial LLCNov 2025 to Jun 2026
- Washoe Wealth AdvisorsJun 2025 to Jun 2026
- Montessori School of Greater LafayetteAug 2019 to Jul 2025
- Stay At Home Mom and Music VolunteerJun 2018 to Aug 2019
- Kalamazoo Children's ChorusSep 2015 to May 2018
- St. Augustine Cathedral Diocese of KalamzooAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
The Fiduciary Alliance
Legal name: Fiduciary Alliance LLC
$2.5BAssets managed
8,964Clients
49Advisers
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
- 8188406
- Firm CRD
- 284924