Did you lose money investing with former Secure Capital Research, LLC broker Robert Reese (CRD# 5880465)? He has been registered with Innovation Partners LLC in Charlotte, North Carolina, since 2021. He was registered with Secure Capital Research, LLC in Laguna Beach, California, from 2019 to 2021, J.P. Morgan Securities LLC in Chicago, Illinois, from 2017 to 2019, and Belvedere Trading LLC in Chicago, Illinois, from 2011 to 2017.
Robert Reese Customer Complaints
He has been the subject of one customer complaint, according to his CRD report:
March 2026. “Client alleges Mr. Reese invested client’s funds in illiquid, private placements. Reese misrepresented the alternative investments incorporated less risk than the securities markets. These investments were concentrated in life insurance and real estate.” The customer is seeking $500,000 in damages, and the case is currently pending. The complaint was regarding alternative investments, CA Ventures GPFund II, CA Ventures GP Fund III, and HA Select-Waterford LLC. The complaint took place while he was registered with Secure Capital Research, LLC.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Secure Capital Research, LLC may be liable for investment or other losses suffered by Robert Reese’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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