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Robert Bruce Reay

Adams Wealth Advisors

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About Robert Bruce Reay

Robert Reay is a financial advisor with Adams Wealth Advisors, a firm with offices in Logan, Utah. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2017. Robert has a broad range of experience, having worked with various firms, including Morgan Stanley, E*TRADE Securities LLC, J.P. Morgan Securities LLC, and KCG Securities, LLC. Robert specializes in financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

Robert Reay is currently registered with Adams Wealth Advisors. Adams Wealth Advisors is an investment advisory firm based in Logan, UT. The firm provides financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. They serve a variety of client types, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has approximately $603 million in assets under management.
Adams Wealth Advisors

701 S MAIN

LOGAN, UT 84321

$603.49M

Assets Under Management

Not reported

Total Clients

12

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Reay’s Registration & Firm History

UT

04/08/2024 - Present

Adams Wealth Advisors (LOGAN UT)

UT

08/04/2022 - 11/29/2023

MORGAN STANLEY (Holladay UT)

UT

02/10/2021 - 08/04/2022

E*TRADE SECURITIES LLC (SANDY UT)

UT

02/26/2018 - 02/01/2021

J.P. MORGAN SECURITIES LLC (OGDEN UT)

UT

07/05/2017 - 12/14/2017

KCG SECURITIES, LLC (DRAPER UT)

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Licenses & Designations

BOTH

Issued 09/11/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Bruce Reay.
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