Shelby Reeves

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 07/2016 → 05/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2017 → 08/2018
  William Blair
  Chicago, IL
• 08/2018 → 01/2019
  Alliance Bernstein
  New York, NY
• 01/2019 → 07/2021
  Legg Mason & Co
  Stamford, CT
• 01/2019 → 07/2021
  Legg Mason Investor Services Llc
  Stamford, CT
• 01/2019 → 07/2021
  Clearbridge Investments
  New York, NY
• 07/2021 → 12/2022
  Franklin Distributors, Llc
  St. Petersburg, FL
• 12/2022 → 05/2025
  Pgim Investments, Inc.
  Golden Valley, MN
• 12/2022 → 05/2025
  Prudential Investment Management Services Llc
  Golden Valley, MN
• 06/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2022-12-16 → 2025-06-03
  Pgim Investments Llc
  Golden Valley, MN
• 2019-01-15 → 2022-12-12
  Clearbridge Investments, Llc
  New York, NY
• 2018-08-22 → 2019-01-18
  Alliancebernstein L.P.
  New York, NY
• 2017-05-08 → 2018-08-07
  William Blair
  Chicago, IL
  New York, NY
  Chicago, IL
• 2017-02-21 → 2017-05-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

Landlord for a property in MN - 462 Willoughby Way W, Minnetonka, MN 55305 It is a property The one year lease begins on July 15, 2025 A few hours a month - minimal No hours during securities trading hours Owning the property and working with the property manager

Exams

• S66 Uniform Combined State Law Examination
  2017-02-16

Other Names

• Shelby Reeves
• Shelby T Reeves