Robert J. Reed
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Jackson Reed, who also goes by Robert Reed, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1993. Robert had worked at 3 firms and has passed the Series 63, Series 2 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 20, 2017 - December 6, 2018
PORTFOLIO DESIGN SERVICES, LLC
September 18, 2003 - January 4, 2013
COBIZ WEALTH
December 3, 1993 - April 29, 2003
ALEXANDER CAPITAL MANAGEMENT GROUP, INC.
Primary Firm SEC Registration
PORTFOLIO DESIGN SERVICES, LLC
CRD#: 131506 / SEC#: 801-80561
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 2
Date: 3/13/1989
Non-Member General Securities ExaminationCurrent Firm
PORTFOLIO DESIGN SERVICES, LLC
CRD#: 131506 / SEC#: 801-80561
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 508 |
| AUM (Assets Under Management) | $ 138,231,769 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
