Robert Reay has been an investment adviser representative at Adams Wealth Management since April 2024, and is not listed among the firm’s executive officers or direct owners.
Adams Wealth Management LLC is a Logan, UT firm with $566M under management, 703 clients and 11 advisers across 2 offices, as of its August 2026 filing.
Robert Reay’s longest registration was 2 years at J.P. Morgan Securities LLC (2018–2021). Before joining Adams Wealth Management in 2024, Robert Reay was registered through Morgan Stanley and E*trade Capital Management, LLC.
- Adams Wealth AdvisorsCurrent– present · 2 yearsLogan, UT · Adviser representative · Firm CRD 286087
- Morgan Stanley– · 1 yearHolladay, UT · Adviser representative · Firm CRD 149777
- E*trade Capital Management, LLC– · 1 yearSandy, UT · Adviser representative · Firm CRD 42159
- J.P. Morgan Securities LLC– · 2 yearsOgden, UT · Adviser representative · Firm CRD 79
- Knox Capital Advisors, LLC– · under a yearDraper, UT · Adviser representative · Firm CRD 131000
Investment adviser representative registrations
Robert Reay is registered as an investment adviser representative in Utah, since April 2024.
- UtahSince 8 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 September 2017 |
| Series 7 | General Securities Representative Examination | 5 July 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Bruce Reay
- CRD
- 6438701
- Firm
- Adams Wealth Management · CRD 286087
- Office
- 701 S MAIN, SUITE #400, Logan, UT 84321
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Reay work?
Robert Reay is an investment adviser representative registered through Adams Wealth Management LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Robert Reay a financial advisor?
Yes. Robert Reay has a current investment-adviser registration in Utah, through Adams Wealth Management since April 2024.
How many years of experience does Robert Reay have?
Robert Reay has 8 years in the financial industry, since January 2018, across 5 adviser firms.
What exams has Robert Reay passed?
Robert Reay has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2017. FINRA credited Robert Reay with the SIE, which began in October 2018.
Where did Robert Reay work before Adams Wealth Management?
Before Adams Wealth Management, Robert Reay was registered through Morgan Stanley, August 2022 to November 2023; E*trade Capital Management, LLC, February 2021 to August 2022; J.P. Morgan Securities LLC, February 2018 to February 2021; Knox Capital Advisors, LLC, September 2017 to December 2017.
Where is Robert Reay based?
Robert Reay’s registered office is in Logan, UT.
Is Robert Reay registered with FINRA?
No. Robert Reay has no current broker registration.
How can I verify Robert Reay’s record?
Search CRD 6438701 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Reay’s full registration record.
