Alan
Reef
Cary Street Partners
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About this Advisor
Alan Reef is a financial advisor based out of Summit, New Jersey with 3 years of industry experience. Reef is an employee of Cary Street Partners. During their career, Reef has held roles at Tradition Asset Management, Crest Advisors and Cary Street Partners Investment Advisory, LLC. Reef holds a Series 65 license, certifying them as an investment advisor representative, and can operate in New Jersey. Cary Street Partners is a business operating out of Richmond, VA. The company has offices in 14 locations and a total of 134 people on staff. It has $6 billion in assets under management among its 11,387 accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 50 charitable organizations. Of its 11,387 accounts, 31% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on the financial services provided. However, fees billed by Cary Street Partners can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cary Street Partners Brokerage Details
$5,512,469,144
134
11,387
$484,102
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alan Reef Work History
Alan has been registered as a financial advisor for 3 years.*
Cary Street Partners Investment Advisory, LLC
Tradition Asset Management
Crest Advisors
*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 Alan Reef 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 Cary Street Partners
Roanoke, VA
Arlington, VA
Glen Allen, VA
Richmond, VA
Charlottesville, VA
Glen Allen, VA
Richmond, VA
Wytheville, VA
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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