AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
JR

Joseph Elliot Reece

SILVERBOX SECURITIES
KETCHUM, ID
·CRD# 2878029·29 years registered

Professional Summary

Joseph Elliot Reece, who also goes by Joseph Elliot Reece, Joseph Reece, is a registered financial advisor currently at SILVERBOX SECURITIES LLC located in Ketchum, Idaho. Joseph is registered as a RR (Registered Representative) and started their career in finance in 1997. Joseph has worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Joseph Elliot Reece, Joseph Reece

Blog Corner

More Resources

Similar Advisors

JG
AdvisorCheck Check Mark
Jay Gray

EQUITABLE ADVISORS, LLC

NEW YORK, NY · CRD#
View profile
ES
AdvisorCheck Check Mark
Emily Paige Soper

PACKERLAND BROKERAGE SERVICES, INC.

Port Charlotte , FL · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

JG
AdvisorCheck Check Mark
Jay Gray

EQUITABLE ADVISORS, LLC

NEW YORK, NY · CRD#
Richard R Rake
AdvisorCheck Check Mark
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
ES
AdvisorCheck Check Mark
Emily Paige Soper

PACKERLAND BROKERAGE SERVICES, INC.

Port Charlotte , FL · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

JG
AdvisorCheck Check Mark
Jay Gray

EQUITABLE ADVISORS, LLC

NEW YORK, NY · CRD#
Richard R Rake
AdvisorCheck Check Mark
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
ES
AdvisorCheck Check Mark
Emily Paige Soper

PACKERLAND BROKERAGE SERVICES, INC.

Port Charlotte , FL · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

JG
AdvisorCheck Check Mark
Jay Gray

EQUITABLE ADVISORS, LLC

NEW YORK, NY · CRD#
Richard R Rake
AdvisorCheck Check Mark
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
ES
AdvisorCheck Check Mark
Emily Paige Soper

PACKERLAND BROKERAGE SERVICES, INC.

Port Charlotte , FL · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#

Years of Experience

29 years registered in the securities industry

Current & Past Employments

Current

SILVERBOX SECURITIES LLCCurrent·CRD# 327513
BD
1. 511 River Street E Box 2420, Ketchum, ID 833402. Ketchum, ID
March 1, 2024 - Present

Past

SIGNET SECURITIES, LLCPast·CRD# 154198
BD
Columbus, OH
February 12, 2023 - April 2, 2024
BDT & MSD PARTNERS, LLCPast·CRD# 150459
BD
Chicago, IL
November 4, 2019 - May 27, 2022
METHUSELAH CAPITAL LLCPast·CRD# 168752
BD
Salt Lake City, UT
November 19, 2018 - November 6, 2019
UBS SECURITIES LLCPast·CRD# 7654
BD
New York, NY
February 16, 2017 - September 14, 2018
METHUSELAH CAPITAL LLCPast·CRD# 168752
BD
Salt Lake City, UT
November 11, 2015 - March 30, 2017
CREDIT SUISSE SECURITIES (USA) LLCPast·CRD# 816
BD
New York, NY
March 20, 2001 - April 30, 2015
PERSHING LLCPast·CRD# 7560
BD
Jersey City, NJ
August 28, 1997 - October 11, 1999

Similar Advisors

JG
AdvisorCheck Check Mark
Jay Gray

EQUITABLE ADVISORS, LLC

NEW YORK, NY · CRD#
Richard R Rake
AdvisorCheck Check Mark
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
ES
AdvisorCheck Check Mark
Emily Paige Soper

PACKERLAND BROKERAGE SERVICES, INC.

Port Charlotte , FL · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#

Current Firm

SS
SILVERBOX SECURITIES LLC

SILVERBOX SECURITIES LLC

CRD#: 327513 / SEC#: 8-71136
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

511 River Street E Box 2420, Ketchum, ID 83340

Mailing Address

511 River Street E Box 2420, Ketchum, ID 83340

Phone Number

(310) 351-2476

Established

Delaware since 06/02/2023

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
SILVERBOX CAPITAL LLCSOLE OWNER—
CHUN, JINHUCKCOO—
COLLINS, ELIZABETH SARAHFINOP4714831
ESTERS, DANIEL EDWARDCFO AND CCO—
REECE, JOSEPH ELLIOTCEO—

Similar Advisors

JG
AdvisorCheck Check Mark
Jay Gray

EQUITABLE ADVISORS, LLC

NEW YORK, NY · CRD#
Richard R Rake
AdvisorCheck Check Mark
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
ES
AdvisorCheck Check Mark
Emily Paige Soper

PACKERLAND BROKERAGE SERVICES, INC.

Port Charlotte , FL · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

Similar Advisors

JG
AdvisorCheck Check Mark
Jay Gray

EQUITABLE ADVISORS, LLC

NEW YORK, NY · CRD#
Richard R Rake
AdvisorCheck Check Mark
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
ES
AdvisorCheck Check Mark
Emily Paige Soper

PACKERLAND BROKERAGE SERVICES, INC.

Port Charlotte , FL · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(3/12/2024)
RR
Idaho
(3/5/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2018About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1997About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 2004About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

JG
AdvisorCheck Check Mark
Jay Gray

EQUITABLE ADVISORS, LLC

NEW YORK, NY · CRD#
Richard R Rake
AdvisorCheck Check Mark
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
ES
AdvisorCheck Check Mark
Emily Paige Soper

PACKERLAND BROKERAGE SERVICES, INC.

Port Charlotte , FL · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Joseph Elliot Reece's CRS (Customer Relationship Summary).

Similar Advisors

JG
AdvisorCheck Check Mark
Jay Gray

EQUITABLE ADVISORS, LLC

NEW YORK, NY · CRD#
Richard R Rake
AdvisorCheck Check Mark
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
ES
AdvisorCheck Check Mark
Emily Paige Soper

PACKERLAND BROKERAGE SERVICES, INC.

Port Charlotte , FL · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#