Gregory Allen Reid
Professional Summary
Gregory Allen Reid is a registered financial advisor currently at THE SALIENT ZARVONA ENERGY FUND GP, L.P. located in Houston, Texas and SALIENT ADVISORS, L.P. located in Dallas, Texas. Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Gregory has worked at 14 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 3, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
WESTWOOD MANAGEMENT CORP
Contact Information
Main Address
200 Crescent Court Suite 1200, Dallas, TX 75201Phone Number
(214) 756-6900# of Employees
95SEC notice filing (35 States and Territories)
Registered to provide investment advisory services in 35 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
249AUM (Assets Under Management)
$12,457,042,247Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
WESTWOOD MANAGEMENT CORP
State Registrations and Notice Filings
(4/25/2012)
(7/25/2018)
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(4/24/2012)
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(5/1/2012)
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(8/16/2011)
(8/28/2015)
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(4/24/2012)
(3/25/2013)
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Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Allen Reid's CRS (Customer Relationship Summary).
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