Matthew Ryan Reese
Investment Adviser Representative at Independence Square Holdings, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Ryan Reese is an investment adviser representative with Independence Square Holdings, LLC in Carlsbad, CA, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 7 (general securities representative) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Advanced Piping Products Inc.Jan 2012 – Jan 2020Houston, TX
- UnemployedJan 2020 – Oct 2021Houston, CA
- Moss AdamsOct 2021 – Apr 2022San Diego, CA
- BDO USAMay 2022 – Mar 2023San Diego, CA
- Matt Reese, CPAMar 2023 – no end date reportedCarlsbad, CA
- Independence Square Holdings, LLCOct 2023 – no end date reportedCarlsbad, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Independence Square Holdings, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Performance-based fees
- Subscription fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 40
- Offices listed on AdvisorFinder:
- 5
- Main office:
- King Of Prussia, PA
- SEC file number:
- 801-116750
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 6, 2026
View full firm profileOther advisors at Independence Square Holdings, LLC
Showing 12 of 40 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Ryan Reese has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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