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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Cline Edward Reasor

Cline E. Reasor

GRATUS WEALTH ADVISORS
Virginia Beach, VA 23462
Some features on this profile are disabled
CRD#: 4967111
Cline Edward Reasor

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cline Edward Reasor's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2009

Experience

Current

January 11, 2024 - Present

GRATUS WEALTH ADVISORS LLC

Office #1: 192 Ballard Ct Ste 101, Virginia Beach, VA 23462
RIA
CRD#: 328641
Virginia Beach, VA
Current

February 1, 2024 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 192 Ballard Court Suite 101, Virginia Beach, VA 23462
BD
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)
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
RR
IAR
Series 66
Date: 8/15/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 6/29/2012
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 7/15/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/16/2018
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 12/8/2017
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 26
Date: 7/21/2006
Investment Company Products/Variable Contracts Principal Examination
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)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GRATUS WEALTH ADVISORS ADV PART 2A (8/8/2025)
GRATUS WEALTH ADVISORS WRAP BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,060
AUM (Assets Under Management)$ 690,666,938

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/12/2025
Cover Page
Report

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 23462

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