Reece Maurer (CRD# 7452458) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Royersford, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | Royersford, PA | Jan 2024 - Current | < 1 |
| Maurer Fitness LLC | Philadelphia, Harleysville, PA | Jan 2020 - Current | 4 |
| Janney Montgomery Scott LLC | Philadelphia, PA | Mar 2023 - Jan 2024 | < 1 |
| Janney Montgomery Scott | Philadelphia, PA | Oct 2021 - Mar 2023 | 1 |
| Platoon Fitness | Bryn Mawr, PA | May 2018 - Oct 2021 | 3 |
| Temple University | Philadelphia, PA | Aug 2020 - Jul 2021 | < 1 |
| Ymca | Philadelphia, PA | Jun 2016 - Jul 2018 | 2 |
| Temple University | Philadelphia, PA | Aug 2015 - May 2018 | 2 |
| Philadelphia Sports Clubs | Philadelphia, PA | Jul 2015 - Jun 2016 | < 1 |
| Rms Landscaping | Lansdale, PA | May 2015 - Jul 2015 | < 1 |
| University Of Miami Student Center | Coral Gables, FL | Nov 2014 - May 2015 | < 1 |
| University Of Miami | Coral Gables, FL | Aug 2014 - May 2015 | < 1 |
| Merrymead Farm | Lansdale, PA | Jun 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- PA
- TX
-
Total Assets Under Management85,895MILLIONS
-
Total Number of Accounts226,034ACCOUNTS
-
Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.