ER
Edward C. Reinhart
CAPITAL ADVISORS WEALTH MANAGEMENT
Yakima, WA 98902
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CRD#: 2727927
ER
Professional summary
Edward Charles Reinhart III, CIMA®, who also goes by Edward Reinhart, is a registered financial advisor currently at CAPITAL ADVISORS WEALTH MANAGEMENT located in Yakima, Washington.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Edward has worked at 3 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edward Reinhart
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.
REINHART ENTERPRISES LLC, INV. RELATED; YAKIMA, WA 98901, CO-OWNER OF LLC, WILL BUILD AND DEVELOP COMMERCIAL BUILDING, PASSIVE INVESTOR, NO TIME INVOLVED, START 1/03.
CO-TRUSTEE ON CAPITAL ADVISORS WEALTH MANAGEMENT RETIREMENT SAVING PLAN 401K FOR MULTIPLE EMPLOYEES INCLUDING SELF; INVESTMENT RELATED; YAKIMA, WA; START DATE 1/1/08; 1 HR/MO; 0 DURING TRADING.
SUMMIT CAPITAL ADVISORS II, INV RELATED, YAKIMA, WA, START 6/18/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE.
REINHART CAPITAL MANAGEMENT LLC, INV RELATED, YAKIMA, WA, 100% OWNERSHIP, START 5/25/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE MANAGER.
KAZA,LLC; NOT INVESTMENT RELATED; YAKIMA,WA; 50% OWNERSHIP; START DATE 03/07/2019; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; LANDLORD.
RENTAL PROPERTY; INVESTMENT RELATED; YAKIMA,WA; 50% OWNERSHIP; START DATE 03/07/2019; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; LANDLORD.
RENTAL PROPERTY; INVESTMENT RELATED; YAKIMA,WA; 100% OWNERSHIP; START DATE 04/01/2019; NUMBER OF HOURS PER MONTH 1-2; NUMBER OF HOURS DURING TRADING 0; OWNER.
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC, INVT RELATED, YAKIMA, WA, 100% OWNERSHIP, START DATE 7/26/2020, 10 HRS PER MONTH, 10 HRS DURING TRADING, RIA ESTABLISHMENT.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Charles Reinhart III'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®
Experience
Current
July 31, 2020 - Present
CAPITAL ADVISORS WEALTH MANAGEMENT
Office #1: 1104 North 35th Avenue, Yakima, WA 98902RIA
CRD#: 309387
Yakima, WA
Past
October 8, 2003 - August 4, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
YAKIMA, WA
Past
August 27, 2003 - August 4, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
YAKIMA, WA
Past
December 22, 1998 - September 4, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
YAKIMA, WA
Past
October 20, 1998 - September 4, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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".
CA
CAPITAL ADVISORS WEALTH MANAGEMENT
CAPITAL ADVISORS WEALTH MANAGEMENT | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
CRD#: 309387 / SEC#: 801-118930
RIA
Registered Investment Advisory firm - (6/15/2020 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.Highlighted states indicate IAR registrations
IAR
Washington(7/31/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CA
CAPITAL ADVISORS WEALTH MANAGEMENT
CAPITAL ADVISORS WEALTH MANAGEMENT | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
CRD#: 309387 / SEC#: 801-118930
RIA
Registered Investment Advisory firm - (6/15/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1104 North 35th Avenue, Yakima, WA 98902
Mailing Address
Phone number
(509) 469-5030
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,574 |
| AUM (Assets Under Management) | $ 908,341,515 |
Red Flags
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