Victoria Reeves Shubert

Employer firm

Bull Harbor Capital LLC. CRD 324995

$355M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2014 → Present
  Morgan Stanley Smith Barney Llc
  Mechanicsville, VA

Previous Registrations

• 2014-04-07 → 2026-03-05
  Morgan Stanley
  Mechanicsville, VA
  Oak Brook, IL
  Naperville, IL
  Richmond, VA
  Mechanicsville, VA
• 2010-01-11 → 2014-03-31
  Wells Fargo Clearing Services, Llc
  Galesburg, IL
  Peoria, IL
  Orland Park, IL
  Peru, IL

Other Businesses

(1) 638971 - Atlee High School PTA; Not Investment Related; Mechanicsville; VA; Education; Board Member; Start 01-July-2025; During business hours: 0; After business hours: 5; Check Signing/Funds Disbursements, Accounting/Bookkeeping.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-22
• S65 Uniform Investment Adviser Law Examination
  1997-12-05
• S63 Uniform Securities Agent State Law Examination
  1997-06-11

Other Names

• Vicki Reeves
• Victoria Lynn Reeves
• Victoria Lynn Reeves
• Victoria Lynn R. Shubert
• Victoria Lynn R. Reeves