Unclaimed Profile

Mark Edwin Reinstein

SANDLAPPER WEALTH MANAGEMENT, LLC·GREENVILLE, South Carolina

SIE, Series 4, Series 7, Series 24, Series 28, Series 63, Series 66, Series 72, Series 79TO, Series 99TO21 years registeredSANDLAPPER WEALTH MANAGEMENT, LLC

406 N. PLEASANTBURG DR, GREENVILLE, SC 29607CRD# 1486887Firm CRD# 41534

Profile Verification

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

Identity

Mark Edwin Reinstein · GREENVILLE, SC

Registration

CRD #1486887 · SANDLAPPER WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

INNOVATIVE FAMILY OFFICE LLC

Apr 2024 – present

INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

Jun 2023 – present

PREMIUM 72 CAPITAL

Jan 2021 – Jun 2023

Greenville, SC

SANDLAPPER WEALTH MANAGEMENT, LLC

Nov 2004 – Dec 2020

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 28

Series 63

Series 66

Series 72

Series 79TO

Series 99TO

Registration record

First registered · November 16, 2004

Years registered · 21

Disclosure History

2020Customer Dispute·Award / Judgment

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

SANDLAPPER WEALTH MANAGEMENT, LLC

CRD 41534 · SEC 801-79219

AUM

$229M

Regulatory assets under management

Employees

1,009 client accounts

Services offered by SANDLAPPER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SANDLAPPER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Edwin Reinstein offer?

Mark Edwin Reinstein specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.

What are Mark Edwin Reinstein's credentials?

Mark Edwin Reinstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Edwin Reinstein located?

Mark Edwin Reinstein is based in GREENVILLE, South Carolina, working with SANDLAPPER WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Mark Edwin Reinstein charge for services?

Mark Edwin Reinstein'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 SANDLAPPER WEALTH MANAGEMENT, LLC?

SANDLAPPER WEALTH MANAGEMENT, LLC has approximately 17 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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