Unclaimed Profile

Barbara Rea

CROSSGATE WEALTH ADVISORS, LLC·YARDLEY, Pennsylvania

Clean recordCROSSGATE WEALTH ADVISORS, LLC

605 FLORAL VALE BLVD., YARDLEY, PA 19067-5528CRD# 6709679Firm CRD# 121856

Profile Verification

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

Identity

Barbara Rea · YARDLEY, PA

Registration

CRD #6709679 · CROSSGATE WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Barbara Rea is a registered financial advisor based in YARDLEY, Pennsylvania, affiliated with CROSSGATE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CROSSGATE WEALTH ADVISORS, LLC

AUM

$209M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CROSSGATE WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6709679

Firm CRD# 121856

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Frequently Asked Questions

What services does Barbara Rea offer?

Barbara Rea specializes in Financial Planning, Investment Management. Contact their office in YARDLEY, Pennsylvania for a consultation.

What are Barbara Rea's credentials?

Barbara Rea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barbara Rea located?

Barbara Rea is based in YARDLEY, Pennsylvania, working with CROSSGATE WEALTH ADVISORS, LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.

How does Barbara Rea charge for services?

Barbara Rea'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 CROSSGATE WEALTH ADVISORS, LLC?

CROSSGATE WEALTH ADVISORS, LLC has approximately 3 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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