Cline E. Reasor
GRATUS WEALTH ADVISORS LLC
Virginia Beach, VA 23462
Some features on this profile are disabled
CRD#: 4967111
Professional summary
Cline Edward Reasor, CFP®, who also goes by Cline Reasor, is a registered financial advisor currently at GRATUS WEALTH ADVISORS LLC located in Virginia Beach, Virginia and PURSHE KAPLAN STERLING INVESTMENTS located in Virginia Beach, Virginia.
Cline is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Cline has worked at 9 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10, Series 9 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cline Reasor
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.
1) FORKIDS, INC~NON INVESTMENT RELATED~1001 POINDEXTER STREET, CHESAPEAKE, VA 23324~FORKIDS SEEKS TO END HOMELESSNESS FOR CHILDREN AND FAMILIES IN THE HAMPTON ROADS AREA~BOARD, GOVERNANCE COMMITTEE, AND FINANCE COMMITTEE MEMBER~JUL 2018~3HRS PER MONTH~3HRS PER MONTH DURING MARKET~SUPPORTING THE BOARD, FINANCE COMMITTEE, AND GOVERNANCE COMMITTEE IN THEIR DECISION MAKING PROCESS. SOME OF THOSE DUTIES INCLUDE OVERSIGHT OF FORKIDS FINANCIAL STEWARDSHIP, ADHERENCE TO FORKIDS FINANCIAL AND GOVERNANCE BYLAWS, AND DEVELOPMENT AND SUPPORT OF THE STRATEGIC DIRECTION OF FORKIDS 2) FIRST PRESBYTERIAN CHURCH TRUSTEE~INVESTMENT RELATED~820 COLONIAL AVENUE, NORFOLD, VA 23508~OVERSIGHT FO THE CHURCH'S RESOURCES, INCLUDING BUILDINGS, GROUNDS, AND ENDOWMENT~TRUSTEE~JUL 2019~1HR PER MONTH~0HRS PER MONTH DURING MARKET~IN CONCERT WITH TWO OTHER TRUSTEES, WE OVERSEE THE PORTFOLIO MANAGEMENT AND ACCOUNTING OF FIRST PRESBYTERIAN CHURCH'S ENDOWNMENT. I WORK WITH THE CO-TRUSTEES TO AUTHORIZE DISBURSEMENTS FROM THE ENDOWMENT IN SUPPORT OF THE CHURCH'S MISSION AND ENSURE PROPER CARE OF STEWARDSHIP OF THE BUILDINGS AND GROUNDS 3)APARTMENT RENTAL~NON INVESTMENT RELATED~NORFOLK, VA 23518~I RENT THE APARTMENT LOCATED OVER THE GARAGE OF MY PRIMARY RESIDENCE~OWNER/LANDLORD~NOV 2014~1HR PER MONTH~0HRS PER MONTH DURING MARKET~PROVIDING BASIC MAINTENANCE AND COORDINATING WITH CONTRACTS WHEN REPAIRS ARE NEEDED 4) Fixed Insurance Sales... investment related....192 Ballard Court Virginia Beach, VA 23462....Fixed Insurance...Agent....Start date 3/10/22....5 Hour per month....5 Hours during market....Identifying insurance needs for clients that support their goals and objectives resulting in sales to clients of life insurance, fixed & indexed annuities, long-term care insurance, and disability insurance with various companies 5)St Pius X School Finance Council*No Invest*Norfolk, VA*Member*offering Catholic-centered primary school education*12/13/23*1 Per mnth/1trade*oversight of the school's financial stewardship and adherence to bylaws 6) St Pius X Catholic Church. Not investment related. 7800 Halprin Drive Norfolk VA. Non-profit. Investment council member. 9/2023. 1 hr/month with 1 hr/month during trading hrs. Offering guidance for the Pastor's investment decisions. 7) Gratus Wealth Advisors. Investment Related. At Registered location. RIA. IAR/managing partner. 11/2021. 160 hrs/month all during trading hrs. owner of financial services business providing personal financial advice and investment services. 8) Purshe Kaplan Sterling Investments, Investment related. 192 Ballard Court, Suite 101 Virginia Beach, VA 23462. Servicing existing broker dealer relationships and securities sales. Registered Representative. Start date: 2/1/2024. 1 hr/month, 1 hr/month during trading hours. Servicing broker dealer relationships. 9) Short Term Rental Property, Not investment related. 4878 Coventry Lane Norfolk, VA 23518. Own and operate a short term rental property including collection of rental fees, managing short-term rental sites, communication with tenants, and management of contractors. Owner and Operator. 08/04/2025. 3 hrs, 1hr during trading hrs.
CRS (Client Relationship Summary) - RIA
Click below to view Cline Edward Reasor'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
January 11, 2024 - Present
GRATUS WEALTH ADVISORS LLC
Office #1: 192 Ballard Ct Ste 101, Virginia Beach, VA 23462RIA
CRD#: 328641
Virginia Beach, VA
Current
February 1, 2024 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 192 Ballard Court Suite 101, Virginia Beach, VA 23462BD
CRD#: 35747
Virginia Beach, VA
Past
November 17, 2021 - February 1, 2024
NEWEDGE ADVISORS
RIA
CRD#: 171351
Virginia Beach, VA
Past
November 17, 2021 - February 1, 2024
NEWEDGE SECURITIES, LLC
BD
CRD#: 10674
VIRGINIA BEACH, VA
Past
February 17, 2021 - November 17, 2021
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
NORFOLK, VA
Past
February 17, 2021 - November 17, 2021
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
NORFOLK, VA
Past
January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
October 5, 2011 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
RIA
CRD#: 6255
NORFOLK, VA
Past
September 30, 2011 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
BD
CRD#: 6255
NORFOLK, VA
Past
June 12, 2006 - October 5, 2011
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
NORFOLK, VA
Past
June 12, 2006 - October 5, 2011
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
NORFOLK, VA
Past
August 16, 2005 - June 6, 2006
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
VIRGINIA BEACH, VA
Past
July 18, 2005 - June 6, 2006
MORGAN STANLEY DW INC.
BD
CRD#: 7556
VIRGINIA BEACH, VA
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".
GW
GRATUS WEALTH ADVISORS LLC
GRATUS WEALTH ADVISORS LLC | J & A FINANCIAL SERVICES, LLC
CRD#: 328641 / SEC#: 801-129165
RIA
Registered Investment Advisory firm - (12/7/2023 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
Alaska(2/1/2024)
RR
Kentucky(2/1/2024)
IAR
New Hampshire(1/18/2024)
RR
New York(8/19/2025)
IAR
North Carolina(1/11/2024)
RR
North Carolina(2/1/2024)
IAR
Texas(1/11/2024)
IAR
Virginia(1/11/2024)
RR
Virginia(2/1/2024)
RR
West Virginia(2/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GRATUS WEALTH ADVISORS LLC
GRATUS WEALTH ADVISORS LLC | J & A FINANCIAL SERVICES, LLC
CRD#: 328641 / SEC#: 801-129165
RIA
Registered Investment Advisory firm - (12/7/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
192 Ballard Ct Ste 101, Virginia Beach, VA 23462
Mailing Address
Phone number
(757) 909-5500
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,060 |
| AUM (Assets Under Management) | $ 690,666,938 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/12/2025 |
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
GRATUS WEALTH ADVISORS LLC
CRD#: 328641Virginia Beach, VA 23462TRUST BUT VERIFY
Monitor Cline Reasor
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
