Unclaimed Profile

Jeffrey Alan Reid

WATER STREET FINANCIAL LLC·WINCHESTER, Virginia

SIE, Series 4, Series 6, Series 7, Series 24, Series 63, Series 66CFPClean record21 years registeredWATER STREET FINANCIAL LLC

335 WESTSIDE STATION DRIVE, WINCHESTER, VA 22601CRD# 4578987Firm CRD# 314822

Profile Verification

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

Identity

Jeffrey Alan Reid · WINCHESTER, VA

Registration

CRD #4578987 · WATER STREET FINANCIAL LLC · 21 years registered

Brand Profile

Not yet started

Career History

TOWNSQUARE CAPITAL, LLC

Jul 2023 – present

BRINKER CAPITAL SECURITIES, LLC

Jul 2023 – present

WATER STREET FINANCIAL LLC

Oct 2021 – Jul 2023

WINCHESTER, VA

WEALTHCARE ADVISORY PARTNERS LLC

Nov 2020 – Sep 2021

Winchester, VA

EDWARD JONES

Mar 2020 – Sep 2020

GOLDEN, CO

TOWNSEND

Sep 2016 – Oct 2019

Westminster, CO

MERCER GLOBAL ADVISORS INC.

Sep 2015 – May 2016

BOULDER, CO

CHARLES SCHWAB & CO., INC.

Nov 2005 – Aug 2010

ENGLEWOOD, CO

T. ROWE PRICE ADVISORY SERVICES, INC.

Jul 2005 – Oct 2005

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · July 5, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WATER STREET FINANCIAL LLC

CRD 314822 · SEC 801-121720

AUM

$147M

Regulatory assets under management

Employees

542 client accounts

Services offered by WATER STREET FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WATER STREET FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Alan Reid offer?

Jeffrey Alan Reid specializes in Financial Planning, Investment Management. Contact their office in WINCHESTER, Virginia for a consultation.

What are Jeffrey Alan Reid's credentials?

Jeffrey Alan Reid holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Alan Reid located?

Jeffrey Alan Reid is based in WINCHESTER, Virginia, working with WATER STREET FINANCIAL LLC. Their office serves clients in the WINCHESTER metropolitan area and surrounding communities.

How does Jeffrey Alan Reid charge for services?

Jeffrey Alan Reid'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 WATER STREET FINANCIAL LLC?

WATER STREET FINANCIAL LLC has approximately 8 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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