Michael ReeseCRD Number: 5482163
Current Firm: Janney Montgomery Scott LLC
Michael Reese (CRD# 5482163) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Ligonier, PA and has over 9 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Cadaret Grant & Co Inc.
Cambridge Investment Research Advisors, Inc.
|Janney Montgomery Scott, LLC||Ligonier, PA||Aug 2014 - Current||2|
|Stifel Nicolaus & Co Inc.||Pittsburgh, PA||May 2009 - Aug 2014||5|
|Ubs Financial Services Inc.||Pittsburgh, PA||Jan 2008 - May 2009||1|
|Ra Development||New Stanton, PA||Jun 2007 - Dec 2007||< 1|
|Taste America Gifts, Inc.||New Stanton, PA||Sep 2000 - Apr 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management19,593MILLIONS
Total Number of Accounts60,602ACCOUNTS
Average Account Value$323,312
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV