Shelby Reeves (CRD# 6281352) is an Investment Advisor Representative working at Pgim Investments LLC in Golden Valley, MN and has over 7 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pgim Investments, Inc. | Golden Valley, MN | Dec 2022 - Current | 1 |
| Prudential Investment Management Services LLC | Golden Valley, MN | Dec 2022 - Current | 1 |
| Franklin Distributors, LLC | St. Petersburg, FL | Jul 2021 - Dec 2022 | 1 |
| Legg Mason & Co | Stamford, CT | Jan 2019 - Jul 2021 | 2 |
| Legg Mason Investor Services LLC | Stamford, CT | Jan 2019 - Jul 2021 | 2 |
| Clearbridge Investments | New York, NY | Jan 2019 - Jul 2021 | 2 |
| Alliance Bernstein | New York, NY | Aug 2018 - Jan 2019 | < 1 |
| William Blair | Chicago, IL | May 2017 - Aug 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Jul 2016 - May 2017 | < 1 |
| Fordham University | Bronx, NY | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- MN
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Total Assets Under Management315,352MILLIONS
-
Total Number of Accounts167ACCOUNTS
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Average Account Value$1,888,332,353
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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