Reese Little has been an investment adviser representative at Key Client Fiduciary Advisors since March 2024, and is not listed among the firm’s executive officers or direct owners.
Key Client Fiduciary Advisors, LLC is a Fairfield, NJ firm with $896M under management, 2,272 clients and 10 advisers across 3 offices, as of its March 2026 filing.
Reese Little’s longest registration is the current one, 2 years at Key Client Fiduciary Advisors since 2024. Before joining Key Client Fiduciary Advisors in 2024, Reese Little was registered through J.P. Morgan Securities LLC.
- – present · 2 yearsFairfield, NJ · Adviser representative · Firm CRD 298240
- J.P. Morgan Securities LLC– · under a yearSummit, NJ · Adviser representative · Firm CRD 79
Investment adviser representative registrations
Reese Little is registered as an investment adviser representative in 2 states. Each was approved in March 2024.
- New JerseySince 15 March 2024
- TexasSince 13 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 November 2022 |
| Series 7TO | General Securities Representative Examination | 18 August 2022 |
| SIE | Securities Industry Essentials Examination | 1 June 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Reese Chance Little
- CRD
- 7594236
- Firm
- Key Client Fiduciary Advisors · CRD 298240
- Office
- 363 ROUTE 46 WEST, SUITE 300, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- April 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Reese Little work?
Reese Little is an investment adviser representative registered through Key Client Fiduciary Advisors, LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Reese Little a financial advisor?
Yes. Reese Little has a current investment-adviser registration in New Jersey and Texas, through Key Client Fiduciary Advisors since March 2024.
How many years of experience does Reese Little have?
Reese Little has 3 years in the financial industry, since April 2023, across 2 adviser firms.
What exams has Reese Little passed?
Reese Little has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2022.
Where did Reese Little work before Key Client Fiduciary Advisors?
Before Key Client Fiduciary Advisors, Reese Little was registered through J.P. Morgan Securities LLC, November 2022 to July 2023.
Where is Reese Little based?
Reese Little’s registered office is in Fairfield, NJ.
Is Reese Little registered with FINRA?
No. Reese Little has no current broker registration.
How can I verify Reese Little’s record?
Search CRD 7594236 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Reese Little’s full registration record.
