DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Edward Thomas Reiser

Wells Fargo AdvisorswirehouseCincinnati, Ohdual registrantIAPD 1164628

Feed of 09/14/2026

Also filed as Ed Reiser

At current firm

1 y

since May 8, 2025

In the industry

41 y

since Jun 7, 1985 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since May 8, 2025 · Cincinnati, Oh
Pnc Wealth Management BD affiliated
Apr 24, 2013 to May 16, 2025 · Liberty Township, Oh
Key Investment Services LLC BD affiliated
Jul 7, 2011 to Apr 1, 2013 · Dayton, Oh
Icon Advisers, Inc. other
Apr 16, 2007 to Oct 8, 2008 · Greenwood Village, Co
Keybanc Capital Markets Inc. unclassified
Jun 7, 2005 to Feb 20, 2007 · Cleveland, Oh

Moves

a registration end followed by a registration begin elsewhere

Pnc Wealth Management to Wells Fargo Advisors
left May 16, 2025, registered May 8, 2025 (-8 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
Key Investment Services LLC to Pnc Wealth Management
left Apr 1, 2013, registered Apr 24, 2013 (23 days) · Other
Icon Advisers, Inc. to Key Investment Services LLC
left Oct 8, 2008, registered Jul 7, 2011 (1002 days) · Other
Keybanc Capital Markets Inc. to Icon Advisers, Inc.
left Feb 20, 2007, registered Apr 16, 2007 (55 days) · Other

Signals

Edward Thomas Reiser left Pnc Wealth Management for Wells Fargo Advisors (registered 2025-05-08)
May 16, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 41derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address