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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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RR

Richard H. Reith

SOVRAN ADVISORS
Pacific Beach, WA
Some features on this profile are disabled
CRD#: 5255724
RR

Professional summary

Richard Henry Reith, who also goes by Richard H Reith, Richard Henry Reith, is a registered financial advisor currently at SOVRAN ADVISORS, LLC located in Pacific Beach, Washington and CETERA WEALTH SERVICES, LLC located in Pasadena, California.

Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Richard has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Richard H Reith | Richard Henry Reith

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) - RIA

Click below to view Richard Henry Reith'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®
None

Experience

Current

December 26, 2025 - Present

SOVRAN ADVISORS, LLC

RIA
CRD#: 329415
Pacific Beach, WA
Current

December 26, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 150 S Los Robles Ave Ste 750, Pasadena, CA 91101
BD
CRD#: 13572
Pasadena, CA
Past

February 6, 2024 - December 23, 2025

STIFEL INDEPENDENT ADVISORS, LLC

RIA
CRD#: 28218
Pacific Beach, WA
Past

February 6, 2024 - December 23, 2025

STIFEL INDEPENDENT ADVISORS, LLC

BD
CRD#: 28218
Pacific Beach, WA
Past

July 16, 2010 - February 12, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
CHEHALIS, WA
Past

July 16, 2010 - February 12, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
CHEHALIS, WA
Past

January 1, 2008 - July 19, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHEHALIS, WA
Past

January 1, 2008 - July 19, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHEHALIS, WA
Past

February 19, 2007 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
CHEHALIS, WA
Past

January 12, 2007 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
CHEHALIS, 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".
SA
SOVRAN ADVISORS, LLC
COMPASS CAPITAL | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS

CRD#: 329415 / SEC#: 801-129342

RIA
Registered Investment Advisory firm - (1/12/2024 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.
RR
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

RR
California
(12/26/2025)
RR
Oregon
(12/26/2025)
IAR
Texas
(12/26/2025)
RR
Washington
(12/26/2025)
IAR
Washington
(12/26/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/16/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/11/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/29/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SA
SOVRAN ADVISORS, LLC
COMPASS CAPITAL | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS

CRD#: 329415 / SEC#: 801-129342

RIA
Registered Investment Advisory firm - (1/12/2024 Approved)
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Contact information

Main Address
3131 Camino Del Rio N. Suite 800, San Diego, CA 92108
Mailing Address
Phone number
(619) 281-9890
Established
Firm type
Fiscal year end
# of Employees
58

SEC notice filing (32 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SOVRAN ADVISORS, LLC - FORM ADV PART 2A (12/2/2025)

Regulatory assets under management

Total Number of Accounts4,470
AUM (Assets Under Management)$ 1,308,617,291

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

SOVRAN ADVISORS, LLC

CRD#: 329415Pacific Beach, WA

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