Stephen Reed

C & G FINANCIAL

Tinton Falls, NJ 07724

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CRD#: 5076536

Professional summary

Stephen Reed is a registered financial advisor currently at C & G FINANCIAL, LLC located in Tinton Falls, New Jersey.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Stephen has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

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.

HOPE ROAD REALTY, LLC; NOT INVESTMENT-RELATED; 730 HOPE ROAD, TINTON FALLS, NJ 07724; HOLD RENTAL PROPERTY; MEMBER; FORMED IN 2006; APPROXIMATELY 10 HOURS PER YEAR, ALL DURING SECURITIES TRAIDNG HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Reed'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®

None

Experience

Current

September 25, 2007 - Present

C & G FINANCIAL, LLC

Office #1: 730 Hope Road, Tinton Falls, NJ 07724

RIA

CRD#: 121771

Tinton Falls, NJ

Past

September 17, 2014 - October 26, 2016

SALVUS WEALTH MANAGEMENT, LLC

RIA

CRD#: 171986

SHREWSBURY, NJ

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

New Jersey
(9/25/2007)

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

State Security Law Exam

IAR

Series 65

Date: 9/24/2007

Uniform Investment Adviser Law Examination

Current Firm

C & G FINANCIAL, LLC

CRD#: 121771 / SEC#:

New Jersey

Registered Investment Advisory firm - (6/7/1999 Approved)

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Contact information

Main Address

730 Hope Road, Tinton Falls, NJ 07724

Mailing Address

Phone number

(732) 676-4100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Stephen Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

C & G FINANCIAL, LLC

SALVUS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2007

Current Firm

C & G FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

C & G FINANCIAL, LLC

TRUST BUT VERIFY

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