Unclaimed Profile

Stephen Kenneth Reeves

HEADINVEST, LLC·PORTLAND, Maine

SIE, Series 6, Series 7, Series 63, Series 65Clean record15 years registeredHEADINVEST, LLC

7 CUSTOM HOUSE ST, PORTLAND, ME 04101-4194CRD# 4711206Firm CRD# 140518

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Kenneth Reeves · PORTLAND, ME

Registration

CRD #4711206 · HEADINVEST, LLC · 15 years registered

Brand Profile

Not yet started

Career History

HEADINVEST

Sep 2025 – present

VALIC FINANCIAL ADVISORS, INC.

Jun 2016 – Apr 2017

BRENTWOOD, TN

MML INVESTORS SERVICES, LLC

Jan 2016 – Apr 2016

BRENTWOOD, TN

SUNTRUST INVESTMENT SERVICES, INC.

Nov 2014 – Nov 2015

NASHVILLE, TN

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2012 – Oct 2014

NASHVILLE, TN

MORGAN STANLEY SMITH BARNEY LLC

Aug 2011 – Sep 2012

PORTLAND, ME

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · August 10, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HEADINVEST, LLC

CRD 140518 · SEC 801-66773

AUM

$898M

Regulatory assets under management

Employees

1,240 client accounts

Services offered by HEADINVEST, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HEADINVEST, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Kenneth Reeves offer?

Stephen Kenneth Reeves specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.

What are Stephen Kenneth Reeves's credentials?

Stephen Kenneth Reeves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Kenneth Reeves located?

Stephen Kenneth Reeves is based in PORTLAND, Maine, working with HEADINVEST, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Stephen Kenneth Reeves charge for services?

Stephen Kenneth Reeves's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEADINVEST, LLC?

HEADINVEST, LLC has approximately 16 employees and manages $898M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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