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Ricci Reber, portrait

Ricci Reber

Investment adviser representative at The Simmons Partnership in Towson, MD

Investment adviser registrationUpdated

Ricci Reber is an investment adviser representative at The Simmons Partnership, Inc, an investment adviser managing $217M, and works from its Towson, MD office. Ricci Reber has been registered through The Simmons Partnership since 26 February 2025, has 2 years in the industry across 2 firms and has passed the Series 7, Series 66 and Series 65.

2
Years in industry
1
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Ricci Reber has been an investment adviser representative at The Simmons Partnership since February 2025, and is not listed among the firm’s executive officers or direct owners. Ricci Reber holds a Ph.D. in Economics from American University, an MBA in Finance from Mount St. Mary's University and a B.A. in Economics from McDaniel College.

The Simmons Partnership, Inc is a Towson, MD firm with $217M under management, 308 clients and 2 advisers in one office, as of its March 2026 filing.

Ricci Reber is Chief Economist and Portfolio Manager of The Simmons Partnership. He works with high-net-worth individuals and families on macroeconomic analysis, portfolio construction, risk management, options strategies and long-term wealth management. Before joining the firm, he held investment management, corporate finance and risk management roles with Morgan Stanley, Allianz Trade and Jos. A. Bank, and later served as an economist with the U.S. Bureau of Economic Analysis and the U.S. Congressional Budget Office.

Ricci Reber’s longest registration is the current one, 1 year at The Simmons Partnership since 2025. Before joining The Simmons Partnership in 2025, Ricci Reber was registered through Morgan Stanley Smith Barney LLC.

  1. – present · 1 year
    Towson, MD · Adviser representative · Firm CRD 156740
  2. Morgan Stanley Smith Barney LLC
    – · 1 year
    Pikesville, MD · Adviser representative · Firm CRD 149777

Credentials and registrations

Investment adviser representative registrations

Ricci Reber is registered as an investment adviser representative in Maryland, since February 2025.

  • MarylandSince 26 February 2025

Examinations

Series 6526 February 2025
Name
Uniform Investment Adviser Law Examination
Series 661 December 2009
Name
Uniform Combined State Law Examination
Series 711 November 2009
Name
General Securities Representative Examination

Key facts

Full name
Ricci Lee Reber
CRD
4528817
Firm
The Simmons Partnership · CRD 156740
Office
BOSLEY HALL, 222 COURTHOUSE CT., SUITE 1A, Towson, MD 21204
Registration
Investment adviser registration
In the industry since
December 2023
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Ricci Reber work?

Ricci Reber is an investment adviser representative registered through The Simmons Partnership, Inc since February 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Ricci Reber a financial advisor?

Yes. Ricci Reber has a current investment-adviser registration in Maryland, through The Simmons Partnership since February 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Ricci Reber have?

Ricci Reber has 2 years in the financial industry, since December 2023, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Ricci Reber passed?

Ricci Reber has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in November 2009.

Source: IAPD individual record, checked 22 October 2026

Where did Ricci Reber work before The Simmons Partnership?

Before The Simmons Partnership, Ricci Reber was registered through Morgan Stanley Smith Barney LLC, December 2009 to February 2011.

Source: IAPD individual record, checked 22 October 2026

Where is Ricci Reber based?

Ricci Reber’s registered office is in Towson, MD.

Source: IAPD individual record, checked 22 October 2026

Is Ricci Reber registered with FINRA?

No. Ricci Reber has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Ricci Reber’s record?

Search CRD 4528817 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ricci Reber’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at The Simmons Partnership

Sources

  1. IAPD individual record, CRD 4528817, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of The Simmons Partnership, Inc, filed 30 March 2026. Executive officers and direct owners; this person is not among them.
  3. The Simmons Partnership team page. Biography, education, credentials, awards and the portrait, reproduced for identification.