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John David Rea

CROSSGATE WEALTH ADVISORS, LLC·YARDLEY, Pennsylvania
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605 FLORAL VALE BLVD., YARDLEY, PA 19067-5528CRD# 1394178Firm CRD# 121856
01

About

John David 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CROSSGATE WEALTH ADVISORS, LLC
CROSSGATE WEALTH ADVISORS, LLC
AUM
$209M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CROSSGATE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1394178
Firm CRD# 121856
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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