Giexy I. Reyes

ILIAD WEALTH SOLUTIONS

Lakeland, FL

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CRD#: 7469747

Professional summary

Giexy Itiel Reyes is a registered financial advisor currently at ILIAD WEALTH SOLUTIONS located in Lakeland, Florida.

Giexy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Giexy has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

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.

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Giexy Itiel Reyes'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

August 13, 2026 - Present

ILIAD WEALTH SOLUTIONS

RIA

CRD#: 315826

Lakeland, FL

Past

September 27, 2022 - July 29, 2026

PFS INVESTMENTS INC.

RIA

CRD#: 10111

LAKELAND, FL

Past

January 15, 2022 - July 29, 2026

PFS INVESTMENTS INC.

CRD#: 10111

LAKELAND, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(8/13/2026)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/11/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/18/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/15/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 11/12/2021

Securities Industry Essentials Examination

Current Firm

ILIAD WEALTH SOLUTIONS

ILIAD WEALTH SOLUTIONS | ILIAD WEALTH SOLUTIONS LLC

CRD#: 315826 / SEC#: 801-122528

RIA

Registered Investment Advisory firm - (8/4/2023 Terminated)

Arizona

Registered Investment Advisory firm - (10/13/2022 Approved)

California

Registered Investment Advisory firm - (10/14/2022 Approved)

Colorado

Registered Investment Advisory firm - (11/29/2022 Approved)

Florida

Registered Investment Advisory firm - (7/24/2023 Approved)

Louisiana

Registered Investment Advisory firm - (11/13/2023 Approved)

Texas

Registered Investment Advisory firm - (6/29/2022 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Scottsdale, AZ

Mailing Address

Phone number

(412) 310-3207

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	134
AUM (Assets Under Management)	$ 28,663,701

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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Giexy I. Reyes

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Giexy Itiel Reyes's CRS (Customer Relationship Summary).

Certified licenses

Experience

ILIAD WEALTH SOLUTIONS

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2022

Series 63

Date: 4/18/2022

Series 6TO

Date: 1/15/2022

SIE

Date: 11/12/2021

Current Firm

ILIAD WEALTH SOLUTIONS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ILIAD WEALTH SOLUTIONS

TRUST BUT VERIFY

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