Shelley Anne Reeves

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 03/2018
  Lpl Financial, Llc
  Vista, CA
• 11/2017 → 03/2018
  Independent Financial Partners
  Vista, CA
• 03/2018 → 02/2020
  Independent Financial Group, Llc
  San Diego, CA
• 02/2020 → Present
  Lpl Financial, Llc
  Vista, CA
• 02/2020 → Present
  Private Advisor Group, Llc
  Vista, CA

Previous Registrations

• 2020-02-25 → 2021-09-21
  Western Wealth Management Llc
  Vista, CA
• 2018-03-16 → 2020-02-18
  Independent Financial Group, Llc
  San Diego, CA
• 2017-11-30 → 2018-03-16
  Independent Financial Partners
  Vista, CA
• 2009-10-05 → 2016-06-20
  Lpl Financial Llc
  San Diego, CA
  Vista, CA
  San Diego, CA
  Vista, CA
  Vista, CA
  Golden, CO
• 2009-06-23 → 2009-10-15
  Morgan Stanley
  Rancho Bernardo, CA
• 2006-01-04 → 2009-04-28
  Wells Fargo Investments, Llc
  Murrieta, CA
  Temecula, CA
  San Diego, CA
  Murrieta, CA

Other Businesses

1. 10/25/2021 - Private Advisor Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/18/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 11/5/2021 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/18/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 08/28/2025 - Real Estate Rental - Goodyear AZ - Inv Rel - Start date: 08/28/2025 - 2hrs/mnth

Exams

• S66 Uniform Combined State Law Examination
  2015-08-24
• S63 Uniform Securities Agent State Law Examination
  1997-08-22