John
Rea
Crossgate Wealth Advisors, LLC
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About this Advisor
John Rea is a certified financial planner who works out of Morrisville, Pennsylvania with 17 years of relevant experience. Rea currently works for Crossgate Wealth Advisors, LLC. They have been an employee of Crossgate Wealth Advisors, Llc for the entirety of their career. Rea is registered to operate in New Jersey, Pennsylvania and Texas. Crossgate Wealth Advisors, LLC is a company that has its headquarters in Morrisville, PA. It has $186 million in total assets between its 741 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 741 client accounts, 31% belong to high-net-worth individuals who have more than $1 million in investable assets. Crossgate Wealth Advisors, LLC performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice are based on which service is offered. However, fees billed by Crossgate Wealth Advisors, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crossgate Wealth Advisors, LLC Brokerage Details
$186,058,849
6
741
$251,092
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Rea Work History
John has been registered as a financial advisor for 17 years.*
Cornerstone Financial Consulting
*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 John Rea 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 Crossgate Wealth Advisors, LLC
Morrisville, PA
Morrisville, PA
Morrisville, PA
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.
