Ian Eugene Rea
CFP®Professional Summary
Ian Eugene Rea, CFP® is a registered financial advisor currently at SLATE PEAK FINANCIAL SERVICES, LLC located in Medfield, Massachusetts. Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ian has worked at 6 firms and has passed the Series 63, Series 66, SIE, Series 99 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Financial Planning
- Retirement Planning
- Business Services
- Investment Management
- Risk Management & Insurance
- Estate & Legacy Planning
- Education Funding
Biography
My Philosophy on Money While there is plenty of academic research that suggests money doesn’t make you happy once your basic needs are met, I do think it has a lot of potential to make you unhappy no matter how much you have. I, therefore, seek first and foremost to use money as a tool for achieving equanimity and peace of mind for my clients. My goal is not to help you maximize your net...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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.
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Credentials
Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
SLATE PEAK FINANCIAL SERVICES, LLC
Contact Information
Main Address
Medfield, MAPhone Number
(617) 383-4577# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
96AUM (Assets Under Management)
$23,525,869Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/24/2018)
(12/6/2023)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Ian Eugene Rea's CRS (Customer Relationship Summary).
Services Offered by Ian
- Tax Planning
- Financial Planning
- Retirement Planning
- Business Services
- Investment Management
- Risk Management & Insurance
- Estate & Legacy Planning
- Education Funding
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