Stephen T. Reh
REH WEALTH ADVISORS LLC
Raleigh, NC 27615
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CRD#: 4716256
Professional summary
Stephen Thomas Reh, CFA, CFP® is a registered financial advisor currently at REH WEALTH ADVISORS LLC located in Raleigh, North Carolina.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Stephen has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Investment Planning
Retirement Income Management
Estate Planning
Insurance Planning
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your minimum asset requirement?
500K
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.
Stephen T. Reh, is an independent contractor for Zeros And Ones Golf Course Design located in Kentucky. This activity amounts to less than 5% of his time during trading hours. Stephen T. Reh, is the President of Designs by GS Inc. located in Nevada. This activity amounts to 1 hour of supervisory activity per week. Neither activity is investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Thomas Reh'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: 2009
Experience
Current
June 15, 2010 - Present
REH WEALTH ADVISORS LLC
Office #1: 8384 Six Forks Suite 102, Raleigh, NC 27615RIA
CRD#: 153826
Raleigh, NC
Past
June 30, 2005 - June 28, 2010
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
FULLERTON, CA
Past
March 8, 2005 - June 28, 2010
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
FULLERTON, CA
Past
February 20, 2004 - September 3, 2004
GOLDMAN SACHS WEALTH SERVICES, L.P.
RIA
CRD#: 106693
IRVINE, CA
Past
December 3, 2003 - September 3, 2004
MERCER ALLIED COMPANY, L.P.
BD
CRD#: 37404
COHOES, 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".
REH WEALTH ADVISORS LLC
INVEST WITH STEVE | REH WEALTH ADVISORS LLC
CRD#: 153826 / SEC#: 801-131406
RIA
Registered Investment Advisory firm - (11/4/2024 Approved)California
Registered Investment Advisory firm - (12/26/2024 Terminated)North Carolina
Registered Investment Advisory firm - (11/27/2024 Terminated)Texas
Registered Investment Advisory firm - (11/26/2024 Terminated)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
California(6/15/2010)
IAR
North Carolina(3/31/2023)
IAR
Texas(2/17/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
REH WEALTH ADVISORS LLC
INVEST WITH STEVE | REH WEALTH ADVISORS LLC
CRD#: 153826 / SEC#: 801-131406
RIA
Registered Investment Advisory firm - (11/4/2024 Approved)California
Registered Investment Advisory firm - (12/26/2024 Terminated)North Carolina
Registered Investment Advisory firm - (11/27/2024 Terminated)Texas
Registered Investment Advisory firm - (11/26/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8384 Six Forks Suite 102, Raleigh, NC 27615
Mailing Address
Phone number
(909) 518-2134
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 214 |
| AUM (Assets Under Management) | $ 99,787,270 |
Red Flags
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Company Information
REH WEALTH ADVISORS LLC
CRD#: 153826Raleigh, NC 27615TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
