Unclaimed Profile

Justin Reed Gaines

BHMS INVESTMENTS, LP·WESTPORT, Connecticut

SIE, Series 7, Series 66Clean record17 years registeredBHMS INVESTMENTS, LP

355 RIVERSIDE AVENUE, WESTPORT, CT 06880CRD# 5349482Firm CRD# 162554

Profile Verification

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

Identity

Justin Reed Gaines · WESTPORT, CT

Registration

CRD #5349482 · BHMS INVESTMENTS, LP · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BHMS INVESTMENTS, LP

MATRIX PRIVATE CAPITAL GROUP

Nov 2017 – Feb 2020

New York, NY

NEUBERGER BERMAN LLC

Sep 2008 – Jun 2016

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 22, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BHMS INVESTMENTS, LP

CRD 162554 · SEC 801-126219

AUM

$665M

Regulatory assets under management

Employees

6 client accounts

Services offered by BHMS INVESTMENTS, LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at BHMS INVESTMENTS, LP →

Introduction

Speak with Justin

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

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

Looking for a financial advisor in WESTPORT?

Browse all registered financial advisors in WESTPORT, Connecticut or claim this profile if it's yours.

Browse WESTPORT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Justin Reed Gaines offer?

Justin Reed Gaines specializes in Retirement Planning.

What are Justin Reed Gaines's credentials?

Justin Reed Gaines is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin Reed Gaines located?

Justin Reed Gaines is based in WESTPORT, Connecticut, last registered with BHMS INVESTMENTS, LP.

How does Justin Reed Gaines charge for services?

Justin Reed Gaines's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BHMS INVESTMENTS, LP?

BHMS INVESTMENTS, LP has approximately 9 employees and manages $665M 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 →