UBS Financial Services
47yrs
Top 1% by experience in Atlanta
10yrs
Robert Reece
Full name on record: Robert Harrison Reece
Financial advisor at Crawford Investment Counsel
Robert Reece has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Atlanta, Georgia. Robert has been with Crawford Investment Counsel since 2017. Crawford Investment Counsel offers financial planning and investment management and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 4533 advisors with offices in Atlanta, and one of 4078 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office600 Galleria Parkway, SE Suite 1650, Atlanta, GA 30339
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$3.09 million
Advisors at the firm22
States licensed ?1 state
Services through Crawford Investment Counsel
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2017 – nowCrawford Investment Counsel Inc.Current firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Crawford Investment Counsel at 770-859-0045 and ask for Robert Reece. Robert works from the Atlanta, GA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Crawford Investment Counsel reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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