Advisor at Reppond Investments, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Seattle, WA
Credentials
Series 65
Industry experience
3 years
Spencer Reppond is a financial advisor at Reppond Investments, Inc. with a Series 65 credential and three years of industry experience. Prior to his advisory role, he worked at Amazon.com, Inc. as an M&A Analyst in Corporate Development and has held positions at Ernst & Young, Moss Adams, and AltAssets Private Equity News. He also has an academic background with experience at Southern Methodist University. Reppond Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as retirement-plan advisory services and signal-licensing to other registered advisers. The firm uses proprietary, rules-based quantitative models and algorithms to manage assets actively across various risk profiles, employing mutual funds and ETFs in strategies that include sector rotation, multi-asset, managed crypto, and AI-enabled approaches.
Based on Reppond Investments, Inc.
Based on Reppond Investments, Inc.
$0+: Negotiable, generally up to 1.5% annually $0+: Up to 1.0% annually for ERISA plan advisory services $0+: Up to 0.50% annually for Signal services
Account minimum: $250,000 Fee-only: Fees are generally asset-based and billed quarterly in advance; no commissions accepted.
Seattle, WA
Washington
Reppond Investments, Inc.
2022 - Present (4 years)
Amazon.com, Inc.
2021 - Present (5 years)
Ernst & Young
2018 - 2021 (3 years)
Unemployed
2018 - 2018 (1 year)
Moss Adams
2017 - 2017 (1 year)
AltAssets Private Equity News
2016 - 2016 (1 year)
Southern Methodist University
2014 - 2021 (7 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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