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Reese Roberts

Newedge Advisors

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About Reese Roberts

Reese Roberts is a financial advisor based in Irvine, California. Reese has been in the financial industry since June 2015 and is currently a Managing Partner at PacificView Wealth Management, which operates through NewEdge Advisors. Reese holds Series 7 and Series 66 licenses, as well as the SIE exam. Reese provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and high-net-worth individuals.

Firm Information

Reese Roberts is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Reese Roberts’s Registration & Firm History

LA

10/14/2022 - Present

Newedge Advisors (NEW ORLEANS LA)

CA

07/17/2020 - 10/28/2022

SECURITIES AMERICA, INC. (IRVINE CA)

CA

06/11/2015 - 07/17/2020

INVESTACORP, INC. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 05/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Reese Roberts.
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