Thomas E. Reich
KESTRA ADVISORY SERVICES
Marmora, NJ 08223
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CRD#: 2842211
Professional summary
Thomas Eric Reich, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Marmora, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Marmora, New Jersey.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Thomas has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6 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.
Name: Insurance Investment Related: Yes Address: 110 Roosevelt Boulevard Suite 2W Marmora NJ 08223 Nature of Business: Insurance Position, Title or Relationship: Other,Insurance Sales Start Date: 10/1/1996 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Insurance sales Name: Ocean City Regional Chamber of Commerce Investment Related: No Address: 16 E. 9th Street Ocean City NJ 08226 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Member Start Date: 2/5/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: 1x per month meeting Name: Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: AtlantiCare Foundation Investment Related: No Address: 2500 English Creek Ave., Bldg 500 Egg Harbor Twsp NJ 08234 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 12/5/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend hospital functions, board meetings, raise awareness of hospital's mission Name: St. Maximillian Kolbe Roman Catholic Church Investment Related: No Address: 200 Tuckahoe Rd. Marmora NJ 08223 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: Volunteer Start Date: 3/11/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Quarterly meetings to review church finances Name: CJCR CAPITAL LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2022 ADDRESS: 110 Roosevelt Blvd., Suite 2W, Marmora NJ 08223 DESCRIPTION: Negotiate rental agreements with tenants, maintain building Name: REICH ASSET MANAGEMENT LLC. POSITION: President NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 06/01/2012 ADDRESS: Reich Asset Management, LLC, 105 Roosevelt Boulevard, Marmora NJ 08223 DESCRIPTION: Owner of financial services firm Name: ATLANTIC CAPE COMMUNITY COLLEGE FOUNDATION BOARD POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/29/2025 ADDRESS: 5100 Black Horse Pike, Mays Landing NJ 08330, United States DESCRIPTION: Attend meetings and help out with events
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Eric Reich'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®
CFP®
Start date: 2010
Experience
Current
May 11, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 105 Roosevelt Boulevard, Marmora, NJ 08223RIA
CRD#: 283330
Marmora, NJ
Current
February 10, 2000 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 105 Roosevelt Blvd, Marmora, NJ 08223BD
CRD#: 42046
Marmora, NJ
Past
July 5, 2002 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
MARMORA, NJ
Past
January 20, 1997 - December 31, 1999
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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(7/9/2024)
RR
Arizona(2/25/2016)
RR
California(8/21/2018)
RR
Connecticut(1/24/2022)
RR
Delaware(7/15/2013)
RR
Florida(8/23/2007)
RR
Georgia(10/31/2024)
RR
Illinois(5/22/2020)
RR
Louisiana(9/14/2023)
RR
Maine(10/17/2024)
RR
Maryland(3/2/2020)
RR
Massachusetts(4/3/2023)
RR
Missouri(5/23/2025)
RR
New Hampshire(10/29/2025)
RR
New Jersey(2/10/2000)
IAR
New Jersey(5/11/2016)
RR
New York(1/8/2013)
RR
North Carolina(8/30/2012)
RR
Ohio(5/20/2020)
RR
Pennsylvania(2/10/2000)
RR
South Carolina(9/25/2007)
RR
Tennessee(10/31/2024)
RR
Texas(9/28/2016)
IAR
Texas(7/26/2023)
RR
Vermont(5/21/2020)
RR
Virginia(3/8/2022)
RR
Wisconsin(7/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Marmora, NJ 08223TRUST BUT VERIFY
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