Unclaimed Profile

David Andrew Reich

HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.·CONCORD, California

SIE, Series 7, Series 24, Series 66Clean record8 years registeredHUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.

2300 CLAYTON ROAD, SUITE 300, CONCORD, CA 94520CRD# 4787396Firm CRD# 290090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Andrew Reich · CONCORD, CA

Registration

CRD #4787396 · HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.

HUB INTERNATIONAL INVESTMENT SERVICES INC. (HIIS)

Aug 2018 – Aug 2020

San Diego, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 14, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.

CRD 290090 · SEC 801-111879

AUM

$692M

Regulatory assets under management

Employees

31 client accounts

Services offered by HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.

Per Form ADV

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. →

Introduction

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Frequently Asked Questions

What services does David Andrew Reich offer?

David Andrew Reich is a registered financial advisor in CONCORD, California.

What are David Andrew Reich's credentials?

David Andrew Reich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Andrew Reich located?

David Andrew Reich is based in CONCORD, California, last registered with HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC..

How does David Andrew Reich charge for services?

David Andrew Reich's firm is compensated through percentage of aum, other: percentage of plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.?

HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. has approximately 5 employees and manages $692M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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