Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reece? Claim Your ProfileReece William Smith is an investment advisor representative with Mariner Wealth. Reece has been in the financial industry since 2008 and has experience in various financial roles, including positions at Fidelity, Aptus Wealth Planning, and Allegheny College. Reece is registered with the state of Pennsylvania and holds the Uniform Investment Adviser Law Examination. Reece's specializations include various areas of financial planning, investment management, and family office services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
01/24/2025 - Present
Mariner Wealth (Pittsburgh PA)
Active
Inactive
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