Richard Reith
Investment Adviser Representative at Sovran Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Richard Reith is an investment adviser representative with Sovran Advisors, LLC in Pacific Beach, WA, where they have been registered since 2025. They have worked in the securities industry since 2007 and have been registered with 5 firms, including Stifel Independent Advisors, LLC and Wells Fargo Advisors Financial Network, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas and Washington.
Registrations & licenses
- Investment adviser:
- Texas, Washington
- Broker:
3 states and territories
California, Oregon, Washington
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.
- Wells Fargo Advisors Financial Network LLCJul 2010 – Feb 2024Chehalis, WA
- Stifel Independent Advisors, LLCFeb 2024 – no end date reportedChehalis, WA
- LOST AT SEA, LLCApr 2024 – no end date reportedPacific Beach, WA
- PLR Wealth ManagementMay 2025 – no end date reportedPasadena, CA
- Beach Therapy LLCNov 2025 – no end date reportedPasadena, CA
- Sovran Advisors LLC - CRD 329415Dec 2025 – no end date reportedPasadena, CA
- Cetera Wealth Services, LLCDec 2025 – no end date reportedEl Segundo, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sovran Advisors, 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
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
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:
- 68
- Offices listed on AdvisorFinder:
- 4
- Main office:
- San Diego, CA
- SEC file number:
- 801-129342
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Sovran Advisors, LLC
Showing 12 of 68 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Reith 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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