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John David Rea

CROSSGATE WEALTH ADVISORS, LLC·YARDLEY, Pennsylvania
Clean record21 years registeredCROSSGATE WEALTH ADVISORS, LLC
605 FLORAL VALE BLVD., YARDLEY, PA 19067-5528CRD# 1394178Firm CRD# 121856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John David Rea · YARDLEY, PA
Registration
CRD #1394178 · CROSSGATE WEALTH ADVISORS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

CROSSGATE WEALTH ADVISORS, LLC
Oct 2004 – present
02

Registrations & Exams

Registration record
First registered · October 20, 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
CROSSGATE WEALTH ADVISORS, LLC
CRD 121856 · SEC 801-80475
AUM
$209M
Regulatory assets under management
Employees
3
760 client accounts
Services offered by CROSSGATE WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CROSSGATE WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does John David Rea offer?
John David Rea specializes in Financial Planning, Investment Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are John David Rea's credentials?
John David Rea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Rea located?
John David 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 John David Rea charge for services?
John David 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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Nickolaus Christopher Von Dohlen
YARDLEY, PA

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