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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Harrison S. Reed

REED CAPITAL MANAGEMENT
Boise, ID
Some features on this profile are disabled
CRD#: 2670032
HR

Professional summary

Harrison Scott Reed IV, ChFC® is a registered financial advisor currently at REED CAPITAL MANAGEMENT, LLC located in Boise, Idaho.

Harrison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Harrison has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

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.
REED FINANCIAL SERVICES; INVESTMENT RELATED; BOISE, ID; INSURANCE; OWNER; IN BUSINESS SINCE 02/2005; APPROXIMATELY 2 HOURS PER MONTH DEVOTED TO THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harrison Scott Reed IV'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®
ChFC®

Chartered Financial Consultant

Experience

Current

June 20, 2014 - Present

REED CAPITAL MANAGEMENT, LLC

RIA
CRD#: 171162
Boise, ID
Past

February 11, 2005 - June 20, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
WESTLAKE VILLAGE, CA
Past

February 11, 2005 - June 20, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
WESTLAKE VILLAGE, CA
Past

September 4, 2003 - February 14, 2005

SECU BROKERAGE SERVICES

BD
CRD#: 19899
RALEIGH, NC
Past

December 15, 1997 - September 3, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
WOODLAND HILLS, CA
Past

December 14, 1995 - September 3, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 14, 1995 - September 3, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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.

Highlighted states indicate IAR registrations

IAR
California
(6/20/2014)
IAR
Idaho
(10/21/2020)
IAR
Texas
(11/4/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 12/15/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/13/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/10/2005
General Securities Principal Examination

Current Firm

RC
REED CAPITAL MANAGEMENT, LLC
REED CAPITAL MANAGEMENT, INC. | REED IV, HARRISON S. | REED CAPITAL MANAGEMENT, LLC

CRD#: 171162 / SEC#:

California
Registered Investment Advisory firm - (6/20/2014 Approved)
Idaho
Registered Investment Advisory firm - (10/20/2020 Approved)
Texas
Registered Investment Advisory firm - (12/16/2024 Approved)
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Contact information

Main Address
Boise, ID
Mailing Address
Phone number
(208) 519-7997
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts121
AUM (Assets Under Management)$ 52,206,740

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.

Company Information

REED CAPITAL MANAGEMENT, LLC

CRD#: 171162Boise, ID

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