David
Reyes
Reyes Financial Architecture Inc
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About this Advisor
David Reyes is a financial advisor who works in San Diego, California with a total of 13 years of industry experience. Reyes is currently employed by Reyes Financial Architecture Inc. They have been an employee of Reyes Financial Architecture Inc for their whole career. Reyes has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Reyes Financial Architecture Inc is an advisory business operating out of San Diego, CA. It controls $116 million in assets under management across its 347 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 347 accounts, 71% are held by high-net-worth individuals who have more than $1 million in assets. Reyes Financial Architecture Inc performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services are offered. Fee types billed by Reyes Financial Architecture Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Reyes Financial Architecture Inc Brokerage Details
$115,579,680
4
347
$333,083
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Reyes Work History
David has been registered as a financial advisor for 13 years.*
Reyes Financial Architecture, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Reyes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Reyes Financial Architecture Inc
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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