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RR

Roger A. Reynolds

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CRD#: 374781
RR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Roger Aloysius Reynolds SR, who also goes by Roger Aloysius Reynolds, Roger Alysious Reynolds Sr, was a registered financial professional .

Roger is a previously registered financial professional and started their career in finance in 1970. Roger had worked at 13 firms and has passed the Series 63, SIE, Series 5, Series 1, Series 4, Series 00 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Roger Aloysius Reynolds | Roger Alysious Reynolds Sr

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 26, 1999 - March 12, 2018

BOENNING & SCATTERGOOD, INC.

BD
CRD#: 100
WEST CONSHOHOCKEN, PA
Past

October 20, 1998 - November 12, 1999

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

January 12, 1998 - September 9, 1998

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

May 30, 1997 - November 4, 1997

HAVERFORD TRUST SECURITIES, INC.

BD
CRD#: 13214
RADNOR, PA
Past

May 11, 1995 - October 18, 1996

INVESTEC INC.

BD
CRD#: 18553
NEW YORK, NY
Past

December 18, 1989 - May 11, 1995

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

April 14, 1989 - December 22, 1989

PHILADELPHIA INVESTORS, LTD.

BD
CRD#: 23905
PHILADELPHIA, PA
Past

January 14, 1986 - May 26, 1989

LAVERELL, REYNOLDS SECURITIES, INC.

BD
CRD#: 17456
Past

February 13, 1984 - January 7, 1986

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

September 24, 1976 - February 9, 1984

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

August 21, 1972 - October 23, 1976

SCHRODER & CO. INC.

BD
CRD#: 6112
Past

June 17, 1971 - September 7, 1972

DREXEL FIRESTONE INCORPORATED

BD
CRD#: 1000003
Past

December 15, 1970 - July 2, 1971

BACHE & CO INCORPORATED

BD
CRD#: 7058

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/13/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 1/19/1983
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 12/6/1961
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 12/7/1970
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 12
Date: 5/1/1968
NYSE Branch Manager Examination

Current Firm


BOENNING & SCATTERGOOD, INC.
BOENNING & SCATTERGOOD, INC.
1914 ADVISORS | BOENNING & SCATTERGOOD, INC. | BOENNING & SCATTERGOOD ASSET MANAGEMENT

CRD#: 100 / SEC#: 801-68111, 8-15543

BD
Terminated by SEC on 04/04/2023
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Contact information


Main Address
Four Tower Bridge 200 Barr Harbor Drive Suite 300, West Conshohocken, PA, 19428
Mailing Address
Phone number
(800) 883-1212
Established
Pennsylvania since 01/01/1970
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
76

Documents


Latest Form ADV

Part 2 Brochures

1914 ADVISORS WRAP FEE BROCHURE (5/27/2022)

Direct owners and executive officers


NamePositionCRD#
BOENNING & SCATTERGOOD HOLDINGSHOLDING CO OF BOENNING & SCATTERGOOD INC
MADDALONI, ANDREW MICHAELDIRECTOR2825865
MARA, GEORGE MICHAEL JRCHIEF COMPLIANCE OFFICER1574331
MARA, GEORGE MICHAEL JRPRESIDENT1574331
SCATTERGOOD, HAROLD FRANCIS JRDIRECTOR412133
STANNARD, JEFFREY TAPPANDIRECTOR1337225
WEIGAND, DALE ROBERTDIRECTOR, CHIEF FINANCIAL OFFICER,FINOP1374549

Regulatory assets under management


Total Number of Accounts1,321
AUM (Assets Under Management)$ 1,157,621,985

Disclosures


Regulatory Event22
Civil Event1
Arbitration1

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


BOENNING & SCATTERGOOD, INC.

BOENNING & SCATTERGOOD, INC.

CRD#: 100

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