Unclaimed Profile

Cline Edward Reasor

GRATUS WEALTH ADVISORS LLC·VIRGINIA BEACH, Virginia

SIE, Series 7, Series 9, Series 10, Series 26, Series 31, Series 66CFPClean record20 years registeredGRATUS WEALTH ADVISORS LLC

192 BALLARD CT, VIRGINIA BEACH, VA 23462CRD# 4967111Firm CRD# 328641

Profile Verification

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

Identity

Cline Edward Reasor · VIRGINIA BEACH, VA

Registration

CRD #4967111 · GRATUS WEALTH ADVISORS LLC · 20 years registered

Brand Profile

Not yet started

Career History

GRATUS WEALTH ADVISORS LLC

Jan 2024 – present

NEWEDGE ADVISORS

Nov 2021 – Feb 2024

Virginia Beach, VA

TRUIST ADVISORY SERVICES, INC.

Feb 2021 – Nov 2021

NORFOLK, VA

BB&T SECURITIES, LLC

Jan 2013 – Feb 2021

RICHMOND, VA

SCOTT & STRINGFELLOW, LLC

Oct 2011 – Jan 2013

NORFOLK, VA

SUNTRUST INVESTMENT SERVICES, INC.

Jun 2006 – Oct 2011

NORFOLK, VA

MORGAN STANLEY

Aug 2005 – Jun 2006

VIRGINIA BEACH, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 26

Series 31

Series 66

Registration record

First registered · August 16, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRATUS WEALTH ADVISORS LLC

CRD 328641 · SEC 801-129165

AUM

$591M

Regulatory assets under management

Employees

952 client accounts

Services offered by GRATUS WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRATUS WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Cline Edward Reasor offer?

Cline Edward Reasor specializes in Financial Planning, Investment Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.

What are Cline Edward Reasor's credentials?

Cline Edward Reasor holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Cline Edward Reasor located?

Cline Edward Reasor is based in VIRGINIA BEACH, Virginia, working with GRATUS WEALTH ADVISORS LLC. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.

How does Cline Edward Reasor charge for services?

Cline Edward Reasor's firm is compensated through percentage of aum, hourly charges, subscription fees, other: annual retainer based. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRATUS WEALTH ADVISORS LLC?

GRATUS WEALTH ADVISORS LLC has approximately 7 employees and manages $591M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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