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Gabriel T. Reed

CLARENDON INSURANCE AGENCY
Waltham, MA 02451
Some features on this profile are disabled
CRD#: 5904962
GR

Professional summary

Gabriel Thomas Reed, who also goes by Gabe Reed, Gabriel Reed, is a registered financial professional currently at CLARENDON INSURANCE AGENCY, INC. located in Waltham, Massachusetts.

Gabriel is registered as a RR (Registered Representative) and started their career in finance in 2011. Gabriel has worked at 6 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gabe Reed | Gabriel Reed

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) - BD

Click below to view Gabriel Thomas 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

April 9, 2024 - Present

CLARENDON INSURANCE AGENCY, INC.

Office #1: 230 3rd Ave 6th Floor, Waltham, MA 02451
BD
CRD#: 7395
Waltham, MA
Past

June 16, 2022 - March 20, 2024

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
CINCINNATI, OH
Past

June 15, 2022 - March 20, 2024

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

October 14, 2021 - June 22, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
CINCINNATI, OH
Past

October 13, 2021 - June 22, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
CINCINNATI, OH
Past

April 20, 2020 - October 1, 2021

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
Cincinnati, OH
Past

April 20, 2020 - October 1, 2021

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
Cincinnati, OH
Past

April 21, 2017 - April 24, 2020

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
CINCINNATI, OH
Past

April 21, 2017 - April 24, 2020

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

February 25, 2017 - April 21, 2017

AUGUSTAR DISTRIBUTORS, INC.

BD
CRD#: 41081
CINCINNATI, OH
Past

September 20, 2013 - January 4, 2016

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
CINCINNATI, OH
Past

August 6, 2013 - January 4, 2016

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

July 21, 2011 - August 7, 2013

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Ohio
(4/25/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/20/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/20/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 7/27/2015
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 5/20/2014
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/29/2012
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CLARENDON INSURANCE AGENCY, INC.
CLARENDON INSURANCE AGENCY, INC. | GEORGE E. MADEN | EMAC TRADING LLC

CRD#: 7395 / SEC#: , 8-21590

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
230 3rd Ave 6th Floor, Waltham, MA 02451
Mailing Address
230 3rd Ave 6th Floor, Waltham, MA 02451
Phone number
(781) 790-8600
Established
Massachusetts since 03/04/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
DELAWARE LIFE INSURANCE COMPANYSOLE SHAREHOLDER
BLOOM, MICHAEL SCOTTDIRECTOR & SECRETARY5200070
CAREY, ELIZABETHCHIEF COMPLIANCE OFFICER4889080
JOSEPH, JAMESFINANCIAL AND OPERATIONS PRINCIPAL6576566
LAKE, COLIN CPRESIDENT AND DIRECTOR2717313
WANG, FANG LINDADIRECTOR7675208

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

CLARENDON INSURANCE AGENCY, INC.

CRD#: 7395Waltham, MA 02451

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