Adviser and broker representative · Captrust
Christeen M. Reeg
CRD 2370770 · Folsom, CA
At a glance
Christeen M. Reeg is an investment adviser representative with Captrust in Folsom, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Christeen’s SEC record dates to 1998, about 28 years ago. Christeen is also registered as a broker representative.
Current advisory firm
- CaptrustSince March 2021Folsom, CA · $1.24T in regulatory assets
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Christeen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.