Gerald
Reed

Victory Capital Management Inc

CRD#2906769
Investment Advisor
in San Antonio, TX

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About this Advisor

Gerald Reed is a financial advisor based in San Antonio, Texas, working with Victory Capital Management Inc. Gerald has previously held positions at Victory Capital Services, Inc, U.S. Global Investors, Inc, Foreside Fund Services, LLC, Investment Professionals, Inc, Usaa Financial Advisers Inc, Usaa Investment Management Company, and Millennium Group. Gerald has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Gerald is part of Victory Capital Management Inc, which operates out of San Antonio, Texas. The firm has 10 offices and 481 employees. The firm manages assets totaling $151.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Victory Capital Management Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

15935 La Cantera Pkwy
San Antonio, TX 78256

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Victory Capital Management Inc Brokerage Details

Total Assets Under Management

$151,257,095,924

TX Average: $3,042,739,679
Total Number of Employees

481

TX Average: 49
Total Number of Accounts

2,923

TX Average: 2,315
Average Account Size

$51,747,210

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Gerald Reed Work History

2019 - Present (5 years)

Victory Capital Services, Inc

2019 - Present (5 years)

Millennium Group

2019 - 2019 (< 1 year)

Usaa Financial Advisers Inc

2019 - 2019 (< 1 year)

Usaa Investment Management Company

2017 - 2018 (1 year)

Investment Professionals, Inc

2015 - 2017 (2 years)

Foreside Fund Services, LLC

2013 - 2015 (2 years)

U.S. Global Investors, Inc

Disclosures

Please visit the SEC profile of Gerald Reed 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 Victory Capital Management Inc

Ethan Fine
San Antonio, TX
Brian Groover
San Antonio, TX
Jordan Boehne
San Antonio, TX
Christian Oconnor
San Antonio, TX
Garrett Kelley
Manhattan Beach, CA
Noe Fernandez
San Antonio, TX
Trent Marshall
San Antonio, TX
Gerald Reed
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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