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Karleigh Brett Reitzel

Assetmark Brokerage, LLC

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About Karleigh Brett Reitzel

Karleigh Reitzel is a financial professional with over 29 years of experience in the industry. Karleigh is currently registered with Assetmark Brokerage, LLC in Phoenix, AZ. Previously, Karleigh was registered with Capital Brokerage Corporation, Vanguard Marketing Corporation, Chase Investment Services Corp., UBS Securities LLC, UBS PaineWebber Inc., UBS Warburg LLC and Salomon Smith Barney Inc. Karleigh holds the Series 3, 7, 24, 55 and 63 licenses.

Firm Information

Karleigh Reitzel is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

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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Karleigh Reitzel’s Registration & Firm History

AZ

08/15/2014 - Present

Assetmark Brokerage, LLC (Phoenix AZ)

VA

04/16/2012 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

AZ

04/07/2011 - 03/19/2012

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

02/05/2010 - 03/16/2011

CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)

CT

05/20/2003 - 05/28/2008

UBS SECURITIES LLC (STAMFORD CT)

NJ

01/26/1999 - 05/23/2003

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

07/26/2002 - 09/05/2002

UBS WARBURG LLC (NEW YORK NY)

NY

10/23/1992 - 12/31/1998

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2003

Series 3 - National Commodity Futures Examination

BC

Issued 09/10/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/21/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Karleigh Brett Reitzel. Review regulatory record here.
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