GR
Gregory A. Reid
THE SALIENT ZARVONA ENERGY FUND GP, L.P.
Houston, TX 77002
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CRD#: 2176683
GR
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Westwood Management Corp.; Investment Related; Houston, TX; President of Real Assets; Start 11/21/2022, full time employment with Westwood Management Corp. 2) RDG CAPITAL MANAGEMENT LLC; INVESTMENT-RELATED; 4400 POST OAK PARKWAY, STE 1450, HOUSTON, TX 77027; GENERAL PARTNER; SOLE MEMBER; 5/1/2010; 10 HRS/MO; MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Allen Reid's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 28, 2015 - Present
THE SALIENT ZARVONA ENERGY FUND GP, L.P.
Office #1: 1001 Mckinney Street Suite 1800, Houston, TX 77002RIA
CRD#: 162712
Houston, TX
Current
August 23, 2018 - Present
SALIENT ADVISORS, L.P.
Office #1: 200 Crescent Court Suite 1200, Dallas, TX 75201RIA
CRD#: 122833
Dallas, TX
Current
May 4, 2023 - Present
WESTWOOD MANAGEMENT CORP
Office #1: 200 Crescent Court Suite 1200, Dallas, TX 75201Office #2: 10000 Memorial Drive Suite 650, Houston, TX 77024RIA
CRD#: 110269
Dallas, TX
Current
August 16, 2011 - Present
SALIENT CAPITAL L.P.
Office #1: 10000 Memorial Drive Suite 650, Houston, TX 77024Office #2: 10000 Memorial Drive Suite 650, Houston, TX 77024Office #3: 200 Crescent Court Suite 1200, Dallas, TX 75201BD
CRD#: 147912
Houston, TX
Past
August 23, 2018 - March 1, 2021
CYPRESS CREEK PARTNERS
RIA
CRD#: 129346
HOUSTON, TX
Past
August 23, 2018 - November 21, 2022
FORWARD MANAGEMENT, LLC
RIA
CRD#: 109193
SAN FRANCISCO, CA
Past
July 30, 2018 - June 5, 2023
FORWARD SECURITIES, LLC
BD
CRD#: 150133
HOUSTON, TX
Past
August 10, 2017 - July 26, 2018
HIGHTOWER PRIVATE CLIENT
RIA
CRD#: 288687
HOUSTON, TX
Past
January 13, 2011 - March 26, 2015
RDG CAPITAL MANAGEMENT LLC
RIA
CRD#: 155965
HOUSTON, TX
Past
June 28, 2010 - November 21, 2022
SALIENT CAPITAL ADVISORS, LLC
RIA
CRD#: 153914
HOUSTON, TX
Past
November 5, 2008 - July 1, 2010
TELEMUS INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 131580
SOUTHFIELD, MI
Past
May 4, 2007 - July 1, 2010
TELEMUS INVESTMENT BROKERS, LLC
BD
CRD#: 133957
HOUSTON, TX
Past
July 30, 1997 - May 7, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HOUSTON, TX
Past
July 30, 1997 - May 7, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HOUSTON, TX
Past
September 13, 1991 - August 6, 1997
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WM
WESTWOOD MANAGEMENT CORP
WESTWOOD MANAGEMENT CORP
CRD#: 110269 / SEC#: 801-18727
RIA
Registered Investment Advisory firm - (4/11/1983 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/25/2012)
RR
Alaska(7/25/2018)
RR
Arizona(4/25/2012)
RR
Arkansas(4/24/2012)
RR
California(4/24/2012)
RR
Colorado(4/25/2012)
RR
Connecticut(4/24/2012)
RR
Delaware(7/25/2018)
RR
District of Columbia(7/25/2018)
RR
Florida(4/24/2012)
RR
Georgia(3/11/2013)
RR
Hawaii(7/25/2018)
RR
Idaho(7/25/2018)
RR
Illinois(4/24/2012)
RR
Indiana(4/25/2012)
RR
Iowa(7/25/2018)
RR
Kansas(4/25/2012)
RR
Kentucky(7/25/2018)
RR
Louisiana(4/24/2012)
RR
Maine(5/4/2012)
RR
Maryland(7/25/2018)
RR
Massachusetts(4/25/2012)
RR
Michigan(4/24/2012)
RR
Minnesota(7/25/2018)
RR
Mississippi(7/25/2018)
RR
Missouri(7/25/2018)
RR
Montana(7/25/2018)
RR
Nebraska(7/25/2018)
RR
Nevada(4/24/2012)
RR
New Hampshire(4/24/2012)
RR
New Jersey(3/25/2014)
RR
New Mexico(4/24/2012)
RR
New York(5/4/2012)
RR
North Carolina(4/25/2012)
RR
North Dakota(7/25/2018)
RR
Ohio(5/1/2012)
RR
Oklahoma(4/24/2012)
RR
Oregon(7/25/2018)
RR
Pennsylvania(4/24/2012)
RR
Puerto Rico(7/25/2018)
RR
Rhode Island(7/25/2018)
RR
South Carolina(7/25/2018)
RR
South Dakota(7/25/2018)
RR
Tennessee(7/25/2018)
RR
Texas(8/16/2011)
IAR
Texas(8/28/2015)
RR
Utah(7/25/2018)
RR
Vermont(7/25/2018)
RR
Virginia(4/24/2012)
RR
Washington(3/25/2013)
RR
West Virginia(7/25/2018)
RR
Wisconsin(7/25/2018)
RR
Wyoming(7/25/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WM
WESTWOOD MANAGEMENT CORP
WESTWOOD MANAGEMENT CORP
CRD#: 110269 / SEC#: 801-18727
RIA
Registered Investment Advisory firm - (4/11/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Crescent Court Suite 1200, Dallas, TX 75201
Mailing Address
Phone number
(214) 756-6900
Established
Firm type
Fiscal year end
# of Employees
103
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 293 |
| AUM (Assets Under Management) | $ 12,802,824,273 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WESTWOOD MANAGEMENT CORP
CRD#: 110269Houston, TX 77002TRUST BUT VERIFY
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