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Matthew John Reynolds

CRA FINANCIAL SERVICES, L.L.C.·NORTHFIELD, New Jersey
Series 7, Series 66Clean record21 years registeredCRA FINANCIAL SERVICES, L.L.C.
332 TILTON ROAD, NORTHFIELD, NJ 08225CRD# 3153455Firm CRD# 124004

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew John Reynolds · NORTHFIELD, NJ
Registration
CRD #3153455 · CRA FINANCIAL SERVICES, L.L.C. · 21 years registered
Brand Profile
Not yet started
01

Career History

CRA FINANCIAL SERVICES, L.L.C.
Dec 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · December 9, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CRA FINANCIAL SERVICES, L.L.C.
CRD 124004 · SEC 801-62232
AUM
$1.2B
Regulatory assets under management
Employees
13
3,454 client accounts
Services offered by CRA FINANCIAL SERVICES, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CRA FINANCIAL SERVICES, L.L.C. →
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05

Frequently Asked Questions

What services does Matthew John Reynolds offer?
Matthew John Reynolds specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHFIELD, New Jersey for a consultation.
What are Matthew John Reynolds's credentials?
Matthew John Reynolds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew John Reynolds located?
Matthew John Reynolds is based in NORTHFIELD, New Jersey, working with CRA FINANCIAL SERVICES, L.L.C.. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.
How does Matthew John Reynolds charge for services?
Matthew John Reynolds's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRA FINANCIAL SERVICES, L.L.C.?
CRA FINANCIAL SERVICES, L.L.C. has approximately 13 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CRA FINANCIAL SERVICES, L.L.C.

Thomas Edward Reynolds
NORTHFIELD, NJ
Donna Savastani
NORTHFIELD, NJ
Robert Thomas Martin
NORTHFIELD, NJ

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