Solomon
Reeves

Assuredpartners Investment Advisors

CRD#2504653
Investment Advisor
in Tampa, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Solomon Reeves is a financial advisor based in Tampa, Florida, working with Assuredpartners Investment Advisors. Solomon has previously held positions at Kms Financial Services, Inc, Associated Financial Consultants Inc, Associated Investors Services, Fortune Management, Investacorp Inc, Investacorp Advisory Services, Fortune 360 Group LLC, Securities America, Inc, Private Client Services, and Assuredpartners Investment Advisors. Solomon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Washington. Currently, Solomon is part of Assuredpartners Investment Advisors, which operates out of Tampa, Florida. The firm has 12 offices and 22 employees. The firm manages assets totaling $179.0 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Assuredpartners Investment Advisors includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4600 W. Cypress Street Suite 405
Tampa, FL 33607

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Assuredpartners Investment Advisors Brokerage Details

Total Assets Under Management

$179,036,704

FL Average: $1,855,561,029
Total Number of Employees

22

FL Average: 62
Total Number of Accounts

601

FL Average: 2,474
Average Account Size

$297,898

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Solomon Reeves Work History

2023 - Present (1 year)

Private Client Services

2022 - Present (2 years)

Assuredpartners Investment Advisors

2015 - Present (9 years)

Fortune 360 Group LLC

1998 - Present (26 years)

Fortune Management

2020 - 2021 (1 year)

Securities America, Inc

2016 - 2023 (7 years)

Fortune 360 Group LLC

2014 - 2015 (1 year)

Associated Financial Consultants Inc

2014 - 2015 (1 year)

Associated Investors Services

2014 - 2020 (6 years)

Investacorp Inc

2014 - 2020 (6 years)

Investacorp Advisory Services

2005 - 2014 (9 years)

Kms Financial Services, Inc

Disclosures

Please visit the SEC profile of Solomon Reeves to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Assuredpartners Investment Advisors

Daniel Stafford
Madison, WI
Isabel Gleason
Lititz, PA
Justin Callaham
Tampa, FL
Dustin Jones
Wake Forest, NC
Beverly Bankus
Lancaster, PA
Ryan Baumbach
Wilmington, DE
Michael Heckert
Lexington, KY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started