Colleen
Cleary
Reed Financial Services, Inc
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About this Advisor
Colleen Cleary is a certified financial planner and personal financial specialist operating out of Cleveland, Ohio who has 3 years of industry experience. Cleary works at Reed Financial Services, Inc. Throughout their career, Cleary has worked at Cornerstone Family Office, Paragon Advisors, Inc, James Reed Financial Services, Inc and Medical Disability. Cleary is registered to serve investors in Ohio and Texas. Reed Financial Services, Inc is a registered investment business headquartered in Cleveland, OH. The company has a total of 12 employees. It has $271 million in total assets among its 1,165 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,165 client accounts, 27% belong to high-net-worth clients who have at least $1 million in investable assets. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually vary depending on which service is offered. However, fees billed by Reed Financial Services, Inc most likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Reed Financial Services, Inc Brokerage Details
$271,329,508
12
1,165
$232,901
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Colleen Cleary Work History
Colleen has been registered as a financial advisor for 3 years.*
James Reed Financial Services, Inc
Medical Disability
Cornerstone Family Office
Paragon Advisors, 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 Colleen Cleary 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 Reed Financial Services, Inc
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
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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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.
