Edward John Reinoso
Professional Summary
Edward John Reinoso, who also goes by E J Reinoso, was a registered financial advisor. Edward was a previously registered financial professional and started their career in finance 1972 - 2024. Edward had worked at 5 firms and has passed the Series 63, Series 000 and Series 1 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
E J Reinoso
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
54 years in the financial services industry
Current & Past Employments
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Current Firm
CASTLETON | CASTLETON PARTNERS, LLC | CASTLETON CONSULTING | CASTLETON CAIRN
Contact Information
Main Address
Clermont, NYMailing Address
Po Box 142, Tivoli, NY 12583-0142Phone Number
(212) 832-9700# of Employees
1SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
24AUM (Assets Under Management)
$142,411,975Similar 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
CASTLETON | CASTLETON PARTNERS, LLC | CASTLETON CONSULTING | CASTLETON CAIRN
State Registrations and Notice Filings
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 000 — General Securities Principal Examination
Passed Jan 1972Series 1 — Registered Representative Examination
Passed Jan 1972Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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