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Gary Michael Reese

SEI Investments Distribution Co.

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About Gary Michael Reese

Gary Michael Reese is a financial advisor with over 20 years of experience in the industry. Gary is currently registered with SEI Investments Distribution Co. in Oaks, PA. Gary's previous experience includes positions with SEI Investments Distribution Co. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gary is a licensed Series 66, 24, 7, and SIE, and is registered to provide investment advice in 52 states.

Firm Information

Gary Reese is currently registered with SEI Investments Distribution Co.. SEI Investments Distribution Co. is a Corporation formed in 1981 and approved in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Gary Reese’s Registration & Firm History

PA

09/21/2005 - Present

SEI Investments Distribution Co. (OAKS PA)

PA

05/29/2003 - 03/21/2005

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

NY

04/06/2001 - 10/29/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/03/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Michael Reese.
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