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Reese Varley

3 Years of Experience
Manassas, VA
Broker

Reese Varley is a registered investment advisor at Cetera Investment Advisers LLC, based in Manassas, VA, with 3 years of industry experience. Reese operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

9265 Corporate Circle, Manassas, VA, 20110-4154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Reese works as a Wealth Management Solutions Coordinator at Rosenthal Wealth Management Group since June 2022. This role involves advisor and client support in preparation for advising meetings and takes up a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2023 - June 2023 · 5 mos
State Registrations14 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Reese Varley - Financial Advisor | TrueAdvisor