Curtis B. Reese

AMERITAS ADVISORY SERVICES

EXETER, CA 93221

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CRD#: 5292419

Professional summary

Curtis Brandon Reese, who also goes by Curtis Reese, Brandon Reese, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Exeter, California and AMERITAS INVESTMENT COMPANY, LLC located in Exeter, California.

Curtis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Curtis has worked at 16 firms and has passed the Series 63, Series 66, Series 7TO, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Curtis Reese | Brandon Reese

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.

HARVEST WEALTH GROUP; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; EMPLOYEE/FINANCIAL ADVISOR; START DATE=01/2024; HRS/MO=160; TRADING HRS/MO=140

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Brandon Reese'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

February 23, 2024 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 160 S E St, Exeter, CA 93221

RIA

CRD#: 317245

EXETER, CA

Current

April 2, 2024 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 160 S E St, Exeter, CA 93221

CRD#: 14869

Exeter, CA

Past

June 2, 2023 - November 9, 2023

CX INSTITUTIONAL, LLC

RIA

CRD#: 292627

Plano, TX

Past

August 24, 2022 - May 15, 2023

CORECAP ADVISORS

RIA

CRD#: 158819

Hurst, TX

Past

July 11, 2022 - August 9, 2022

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

July 9, 2021 - March 16, 2022

EXENCIAL WEALTH ADVISORS

RIA

CRD#: 130475

Dallas, TX

Past

December 8, 2020 - June 30, 2021

KRILOGY

RIA

CRD#: 149046

Denton, TX

Past

September 12, 2013 - November 23, 2020

RETIREMENT PLANNERS OF AMERICA

RIA

CRD#: 157222

PLANO, TX

Past

June 27, 2012 - September 4, 2013

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

LEWISVILLE, TX

Past

October 3, 2011 - July 3, 2012

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

WESTLAKE, TX

Past

April 29, 2011 - September 20, 2011

TD AMERITRADE CLEARING, INC.

CRD#: 5633

FORT WORTH, TX

Past

June 23, 2010 - September 20, 2011

TD AMERITRADE, INC.

RIA

CRD#: 7870

FORT WORTH, TX

Past

June 23, 2010 - September 20, 2011

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

FORT WORTH, TX

Past

June 23, 2010 - September 20, 2011

TD AMERITRADE, INC.

CRD#: 7870

FORT WORTH, TX

Past

March 25, 2010 - June 8, 2010

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

ROANOKE, TX

Past

March 25, 2010 - June 8, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

ROANOKE, TX

Past

November 13, 2009 - February 18, 2010

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

January 25, 2008 - February 17, 2010

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

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".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 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

California
(2/23/2024)

California
(4/24/2024)

IAR

Texas
(2/23/2024)

Texas
(5/2/2024)

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

Series 63

Date: 4/23/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/11/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/29/2024

General Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 1/24/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/6/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Curtis B. Reese

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Brandon Reese's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

CX INSTITUTIONAL, LLC

CORECAP ADVISORS

FISHER INVESTMENTS

EXENCIAL WEALTH ADVISORS

KRILOGY

RETIREMENT PLANNERS OF AMERICA

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

FIDELITY DISTRIBUTORS COMPANY LLC

TD AMERITRADE CLEARING, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/23/2024

Series 66

Date: 11/11/2009

Series 7TO

Date: 3/29/2024

Series 7

Date: 1/24/2008

Series 24

Date: 6/6/2011

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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