Lauretta Reeves has been an investment adviser representative at Bastion Fiduciary since January 2025, and is not listed among the firm’s executive officers or direct owners. Lauretta Reeves holds a BBA from Florida International University and an MBA from Nova Southeastern University.
Bastion Fiduciary, LLC is a firm with $125M under management, 242 clients and 6 advisers in one office, as of its April 2026 filing.
Lauretta Reeves is International Portfolio Manager of Bastion Fiduciary, where she is the international equities portfolio manager and a wealth management advisor. She joined Islamorada Investment Management in 2013. She has served as a portfolio manager and Co-Chief Investment Officer of the Value Strategy at Hansberger Global Investors, and before that was a portfolio manager and Senior Vice President with Franklin Templeton Investments.
Lauretta Reeves’ longest registration was 11 years at Islamorada Investment Management, LLP (2013–2025). Before joining Bastion Fiduciary in 2025, Lauretta Reeves was registered through Islamorada Investment Management, LLP.
- Islamorada Investment Management, LLP– · 11 yearsRaleigh, NC · Adviser representative · Firm CRD 146930
Professional designations
Listed by Bastion Fiduciary
- Chartered Financial Analyst (CFA®)
- Accredited Wealth Management Advisor℠ (AWMA®)
Investment adviser representative registrations
Lauretta Reeves is registered as an investment adviser representative in 3 states. Each was approved in January 2025.
- FloridaSince 31 January 2025
- North CarolinaSince 14 January 2025
- TexasSince 14 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 April 1994 |
| Series 24 | General Securities Principal Examination | 23 August 1984 |
| Series 7 | General Securities Representative Examination | 21 June 1980 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Lauretta Ann Reeves
- CRD
- 711404
- Firm
- Bastion Fiduciary · CRD 333420
- Office
- Raleigh, NC
- Registration
- Investment adviser registration
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lastbastion.com
Where does Lauretta Reeves work?
Lauretta Reeves is an investment adviser representative registered through Bastion Fiduciary, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Lauretta Reeves a financial advisor?
Yes. Lauretta Reeves has a current investment-adviser registration in Florida, North Carolina and Texas, through Bastion Fiduciary since January 2025.
How many years of experience does Lauretta Reeves have?
Lauretta Reeves has 13 years in the financial industry, since August 2013, across 2 adviser firms.
What exams has Lauretta Reeves passed?
Lauretta Reeves has passed 3 licensing exams: the Series 7, Series 24 and Series 65. The earliest, the Series 7, was passed in June 1980.
Where is Lauretta Reeves based?
Lauretta Reeves’ registered office is in Raleigh, NC.
Is Lauretta Reeves registered with FINRA?
No. Lauretta Reeves has no current broker registration.
Is Lauretta Reeves a CFA charterholder?
Bastion Fiduciary lists Lauretta Reeves with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Lauretta Reeves’ record?
Search CRD 711404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lauretta Reeves’ full registration record.
