Reed D. Gordon

GORDON WEALTH ADVISORS

North Miami Beach, FL 33162

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CRD#: 5383560

Professional summary

Reed D Gordon is a registered financial advisor currently at GORDON WEALTH ADVISORS, LLC located in North Miami Beach, Florida.

Reed is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Reed has worked at 3 firms .

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.

REED D.GORDON, CPA/PFS NOT INVESTMENT RELATED 16375 NE 18TH AVE. STE 333 NORTH MIAMI BEACH, FL 33162. CPA FIRM, OWNER AND OWNER OF BOTH BUSINESSES. BOTH BUSINESSES ARE AT THEIR INCEPTION.DUTIES WILL BE ACCOUNTING AND INCOME TAX PREPARATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reed D Gordon'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

March 10, 2015 - Present

GORDON WEALTH ADVISORS, LLC

Office #1: 16375 Ne 18th Ave., Ste 333, North Miami Beach, FL 33162

RIA

CRD#: 174671

North Miami Beach, FL

Past

June 15, 2011 - April 4, 2012

GORDON, GELLEY & CO. , PLLC

RIA

CRD#: 156205

MIAMI LAKES, FL

Past

August 23, 1999 - December 31, 2010

GORDON & COMPANY, PA

RIA

CRD#: 144077

MIAMI LAKES, FL

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

Florida
(3/10/2015)

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

Current Firm

GORDON WEALTH ADVISORS, LLC

CRD#: 174671 / SEC#:

Florida

Registered Investment Advisory firm - (3/10/2015 Approved)

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Contact information

Main Address

16375 Ne 18th Ave., Ste 333, North Miami Beach, FL 33162

Mailing Address

Phone number

(305) 213-4946

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Reed D. Gordon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GORDON WEALTH ADVISORS, LLC

GORDON, GELLEY & CO. , PLLC

GORDON & COMPANY, PA

State Registrations and Notice Filings

Exams

Current Firm

GORDON WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

GORDON WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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