Unclaimed Profile

Steven Edward Reder

LENOX WEALTH MANAGEMENT, INC.·CINCINNATI, Ohio

SIE, Series 6, Series 7, Series 7TO, Series 63, Series 65Clean record23 years registeredLENOX WEALTH MANAGEMENT, INC.

8044 MONTGOMERY ROAD, CINCINNATI, OH 45236CRD# 4247614Firm CRD# 132818

Profile Verification

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

Identity

Steven Edward Reder · CINCINNATI, OH

Registration

CRD #4247614 · LENOX WEALTH MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

RWA WEALTH PARTNERS

Feb 2023 – present

POLARIS WEALTH ADVISORY GROUP

Mar 2023 – Nov 2023

SAN RAFAEL, CA

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Mar 2019 – Jan 2023

IRVING, TX

LENOX WEALTH MANAGEMENT, INC.

Jan 2015 – Mar 2019

CINCINNATI, OH

H&R BLOCK FINANCIAL ADVISORS, INC.

Jun 2003 – Sep 2003

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · June 26, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LENOX WEALTH MANAGEMENT, INC.

CRD 132818 · SEC 801-63546

AUM

$644M

Regulatory assets under management

Employees

2,060 client accounts

Services offered by LENOX WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LENOX WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Steven Edward Reder offer?

Steven Edward Reder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Steven Edward Reder's credentials?

Steven Edward Reder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Edward Reder located?

Steven Edward Reder is based in CINCINNATI, Ohio, working with LENOX WEALTH MANAGEMENT, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Steven Edward Reder charge for services?

Steven Edward Reder's firm is compensated through percentage of aum, hourly charges, subscription fees, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LENOX WEALTH MANAGEMENT, INC.?

LENOX WEALTH MANAGEMENT, INC. has approximately 13 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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