Unclaimed Profile

Terence Lee Reidt

ARISTOTLE CREDIT PARTNERS, LLC·NEWPORT BEACH, California

Clean recordARISTOTLE CREDIT PARTNERS, LLC

840 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 5882935Firm CRD# 169959

Profile Verification

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

Identity

Terence Lee Reidt · NEWPORT BEACH, CA

Registration

CRD #5882935 · ARISTOTLE CREDIT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Terence Lee Reidt is a registered financial advisor based in NEWPORT BEACH, California, affiliated with ARISTOTLE CREDIT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

Introduction

Speak with Terence

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Terence is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ARISTOTLE CREDIT PARTNERS, LLC

AUM

$947M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ARISTOTLE CREDIT PARTNERS, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5882935

Firm CRD# 169959

View on FINRA BrokerCheck →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Browse NEWPORT BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Terence Lee Reidt offer?

Terence Lee Reidt specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.

What are Terence Lee Reidt's credentials?

Terence Lee Reidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terence Lee Reidt located?

Terence Lee Reidt is based in NEWPORT BEACH, California, working with ARISTOTLE CREDIT PARTNERS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Terence Lee Reidt charge for services?

Terence Lee Reidt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARISTOTLE CREDIT PARTNERS, LLC?

ARISTOTLE CREDIT PARTNERS, LLC has approximately 4 employees and manages $947M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →