Unclaimed Profile

Gary John Reetz

VAN CLEEF, JORDAN, AND WOOD, INC.·BRONXVILLE, New York

Series 7, Series 24, Series 63, Series 654 years registeredVAN CLEEF, JORDAN, AND WOOD, INC.

2 PARK PLACE, BRONXVILLE, NY 10708CRD# 1397317Firm CRD# 126636

Profile Verification

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

Identity

Gary John Reetz · BRONXVILLE, NY

Registration

CRD #1397317 · VAN CLEEF, JORDAN, AND WOOD, INC. · 4 years registered

Brand Profile

Not yet started

Career History

ONE OAK CAPITAL MANAGEMENT, LLC

Oct 2021 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 19, 2021

Years registered · 4

Disclosure History

2020Financial·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VAN CLEEF, JORDAN, AND WOOD, INC.

CRD 126636 · SEC 801-63759

AUM

$53M

Regulatory assets under management

Employees

37 client accounts

Services offered by VAN CLEEF, JORDAN, AND WOOD, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at VAN CLEEF, JORDAN, AND WOOD, INC. →

Introduction

Speak with Gary

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

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

Looking for a financial advisor in BRONXVILLE?

Browse all registered financial advisors in BRONXVILLE, New York or claim this profile if it's yours.

Browse BRONXVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gary John Reetz offer?

Gary John Reetz specializes in Investment Management, Fee-Only Advisory. Contact their office in BRONXVILLE, New York for a consultation.

What are Gary John Reetz's credentials?

Gary John Reetz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary John Reetz located?

Gary John Reetz is based in BRONXVILLE, New York, working with VAN CLEEF, JORDAN, AND WOOD, INC.. Their office serves clients in the BRONXVILLE metropolitan area and surrounding communities.

How does Gary John Reetz charge for services?

Gary John Reetz'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 VAN CLEEF, JORDAN, AND WOOD, INC.?

VAN CLEEF, JORDAN, AND WOOD, INC. has approximately 2 employees and manages $53M 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 →