Robert Reese

REESE LEGACY CAPITAL

EAST PETERSBURG, PA 17520

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CRD#: 8300709

Professional summary

Robert Reese is a registered financial advisor currently at REESE LEGACY CAPITAL located in East Petersburg, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Robert has worked at 1 firm and has passed the Series 65 exam.

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.

Robert Reese is currently employed as Senior Optimization Strategist for Newscorp. This position began January 16, 2023. Newscorp is located at 1211 Avenue of the Americas New York, NY 10036. In this role, Robert Reese leads sports content optimization and strategic initiatives. This activity accounts for approximately 20 hours per month during trading hours, however it is not investment related. Clients of RLC are not involved in, nor are they solicited to participate in this outside business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Reese's 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 12, 2026 - Present

REESE LEGACY CAPITAL

Office #1: 2011 State St. Suite 101, East Petersburg, PA 17520

RIA

CRD#: 343173

EAST PETERSBURG, PA

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

Pennsylvania
(8/12/2026)

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: 6/2/2026

Uniform Investment Adviser Law Examination

Current Firm

REESE LEGACY CAPITAL

REESE LEGACY CAPITAL | REESE LEGACY CAPITAL, LLC

CRD#: 343173 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (8/12/2026 Approved)

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Contact information

Main Address

2011 State St. Suite 101, East Petersburg, PA 17520

Mailing Address

Phone number

(717) 327-9582

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Robert Reese

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

REESE LEGACY CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2026

Current Firm

REESE LEGACY CAPITAL

Contact information

Documents

Red Flags

Company Information

REESE LEGACY CAPITAL

TRUST BUT VERIFY

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