Cra Financial Services, L.L.C
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About this Advisor
Matthew Reynolds is a certified financial planner based out of Northfield, New Jersey who has 19 years of relevant experience. Reynolds is an employee of Cra Financial Services, L.L.C. During their career, Reynolds has held roles at Capaldi, Reynolds & Associates Pa and Cra Financial Services, LLC. Reynolds holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and Texas. Cra Financial Services, L.L.C is an advisory company that has its headquarters in Northfield, NJ. It administers $966 million in total assets across its 3,081 accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides services to nine charitable organizations. Of its 3,081 client accounts, 19% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically depend on the financial services. Fees charged by Cra Financial Services, L.L.C can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cra Financial Services, L.L.C Brokerage Details
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
Matthew Reynolds Work History
Matthew has been registered as a financial advisor for 19 years.*
Cra Financial Services, LLC
Capaldi, Reynolds & Associates Pa
*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.
Please visit the SEC profile of Matthew Reynolds 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 Cra Financial Services, L.L.C
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 firstname.lastname@example.org.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.