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Catherine Theresa Reese

ROBUSTWEALTH, INC.·LAMBERTVILLE, New Jersey
Series 7, Series 65Clean record25 years registeredROBUSTWEALTH, INC.
204 N. UNION STREET, LAMBERTVILLE, NJ 08530CRD# 2006207Firm CRD# 269919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Theresa Reese · LAMBERTVILLE, NJ
Registration
CRD #2006207 · ROBUSTWEALTH, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

ENVESTNET PMC
Oct 2021 – present
ROBUSTWEALTH, INC.
Dec 2017 – Mar 2020
LAMBERTVILLE, NJ
HILLVIEW CAPITAL ADVISORS, LLC
Sep 2012 – Apr 2017
WAYNE, PA
NUVEEN ASSET MANAGEMENT, LLC
Sep 2011 – Jan 2012
CHICAGO, IL
NUVEEN FUND ADVISORS, INC.
Feb 2009 – Sep 2011
NEWTOWN, PA
RITTENHOUSE ASSET MANAGEMENT, INC.
Aug 2001 – Jan 2009
RADNOR, PA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · August 1, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROBUSTWEALTH, INC.
CRD 269919 · SEC 801-110528
AUM
$856M
Regulatory assets under management
Employees
123
6,920 client accounts
Services offered by ROBUSTWEALTH, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ROBUSTWEALTH, INC. →
Introduction

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05

Frequently Asked Questions

What services does Catherine Theresa Reese offer?
Catherine Theresa Reese specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAMBERTVILLE, New Jersey for a consultation.
What are Catherine Theresa Reese's credentials?
Catherine Theresa Reese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Theresa Reese located?
Catherine Theresa Reese is based in LAMBERTVILLE, New Jersey, working with ROBUSTWEALTH, INC.. Their office serves clients in the LAMBERTVILLE metropolitan area and surrounding communities.
How does Catherine Theresa Reese charge for services?
Catherine Theresa Reese's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROBUSTWEALTH, INC.?
ROBUSTWEALTH, INC. has approximately 123 employees and manages $856M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROBUSTWEALTH, INC.

Jessica Ann Henricksen
LAMBERTVILLE, NJ
Gerald William Patterson
LAMBERTVILLE, NJ
Michael John Kerins
LAMBERTVILLE, NJ

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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