AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RR

Roy W. Reeves

Some features on this profile are disabled
CRD#: 372901
RR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Roy Willard Reeves was a registered financial professional .

Roy is a previously registered financial professional and started their career in finance in 1963. Roy had worked at 8 firms and has passed the Series 63, PC, Series 1, Series 8 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 16, 2005 - September 28, 2005

KA ASSOCIATES, LLC

BD
CRD#: 32029
LOS ANGELES, CA
Past

September 12, 2003 - April 16, 2019

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 104599
LOS ANGELES, CA
Past

August 1, 2002 - June 14, 2005

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

November 8, 1993 - August 27, 2002

KA ASSOCIATES, LLC

BD
CRD#: 32029
LOS ANGELES, CA
Past

January 29, 1991 - November 28, 1994

KAYNE, ANDERSON & CO., INC.

BD
CRD#: 14961
Past

August 22, 1985 - May 4, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY
Past

June 25, 1985 - July 31, 1985

PERSHING LLC

BD
CRD#: 7560
Past

May 7, 1980 - October 29, 1984

CONTISECURITIES, INC.

BD
CRD#: 6926
Past

April 26, 1963 - March 15, 1980

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/15/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 8/31/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 4/22/1963
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 1/30/1987
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 40
Date: 10/7/1971
Registered Principal Examination

Current Firm


KA
KA ASSOCIATES, LLC
KA ASSOCIATES, INC. | KA ASSOCIATES, LLC

CRD#: 32029 / SEC#: , 8-45640

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
2121 Avenue Of The Stars 9th Floor, Los Angeles, CA 90067
Mailing Address
2121 Avenue Of The Stars 9th Floor, Los Angeles, CA 90067
Phone number
(310) 282-7900
Established
Nevada since 05/10/2024
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (35 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
KAYNE, RICHARD ALANSHAREHOLDER
KAYNE ANDERSON CAPITAL ADVISORS LPSHAREHOLDER104536
O'NEIL, MICHAEL JOSEPH JRPRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY6043576
STAPLETON, PAUL FRANCISFINOP, CFO, PFO, POO, AND TREASURER4848451

Disclosures


Regulatory Event1

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.

Company Information


KA ASSOCIATES, LLC

CRD#: 32029

TRUST BUT VERIFY

Monitor Roy Reeves

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics