Solomon E. Reeves

ASSUREDPARTNERS INVESTMENT ADVISORS

Seattle, WA 98101

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CRD#: 2504653

Professional summary

Solomon Edward Reeves, AIF® is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Seattle, Washington and PRIVATE CLIENT SERVICES, LLC located in Seattle, Washington.

Solomon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Solomon has worked at 15 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) FMG Properties LLC. 6201 Lake WA Blvd NE #307, Kirkland, WA 98033. Real Estate. Managing Partner. 2 hrs/mo; 2 during trading hrs. 2) Assured Partners Investment Advisors. RIA. 120 hrs/mo; 70 during trading hrs. 3) AssuredPartners. 1325 4th Ave, Ste 2100, Seattle, WA 98101. Insurance Sales. 4) SN Reeves LLC. 6201 Lake WA Blvd NE #307, Kirkland, WA 98033. Real Estate. Managing member. 2 hrs/mo; 2 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Solomon Edward Reeves's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

December 1, 2022 - Present

ASSUREDPARTNERS INVESTMENT ADVISORS

Office #1: 1325 4th Avenue Suite 2100, Seattle, WA 98101

RIA

CRD#: 309550

Seattle, WA

Current

March 1, 2023 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 1325 4th Ave, Ste 2100, Seattle, WA 98101

RIA

CRD#: 120222

Seattle, WA

Past

July 17, 2020 - July 6, 2021

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

PLANTATION, FL

Past

July 17, 2020 - July 6, 2021

SECURITIES AMERICA, INC.

CRD#: 10205

PLANTATION, FL

Past

March 23, 2016 - February 24, 2023

FORTUNE 360 GROUP LLC

RIA

CRD#: 282391

PLANTATION, FL

Past

November 14, 2014 - July 17, 2020

INVESTACORP ADVISORY SERVICES INC

CRD#: 38697

PETALUMA, CA

Past

October 5, 1994 - May 12, 1995

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

RENTON, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(12/1/2022)

Florida
(3/1/2023)

IAR

Washington
(1/4/2023)

Washington
(3/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/15/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/5/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/4/1994

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

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Contact information

Main Address

4600 W. Cypress Street Suite 405, Tampa, FL 33607

Mailing Address

Phone number

(407) 708-0050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSUREDPARTNERS INVESTMENT ADVISORS ADV PART 2A SEPT 2, 2025 (9/2/2025)

Regulatory assets under management

Total Number of Accounts	3,759
AUM (Assets Under Management)	$ 3,251,947,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Solomon E. Reeves

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Solomon Edward Reeves's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

FORTUNE 360 GROUP LLC

INVESTACORP ADVISORY SERVICES INC

INVESTACORP, INC.

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

SHELGREN FINANCIAL GROUP, INC.

PMG ASSET MANAGEMENT INC

PMG SECURITIES CORPORATION

INVESTORS BROKERAGE SERVICES, INC.

LEGACY FINANCIAL SERVICES, INC.

PACIFIC WEST SECURITIES, INC.

Primary Firm SEC Registration

ASSUREDPARTNERS INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/15/2003

Series 63

Date: 7/5/1994

SIE

Date: 10/1/2018

Series 6

Date: 10/4/1994

FINRA

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSUREDPARTNERS INVESTMENT ADVISORS

TRUST BUT VERIFY

Contact information

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