Anthony T. Reynolds

CORETEGIC CAPITAL

ARLINGTON, VA 22206

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CRD#: 6064600

Professional summary

Anthony Thomas Reynolds, CFP® is a registered financial advisor currently at CORETEGIC CAPITAL, LLC located in Arlington, Virginia.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Anthony has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

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.

1) IOWA NATIONAL GUARD; NOT INVESTMENT-RELATED; CEDAR RAPIDS, IOWA (currently operating from Arlington, VA - National Guard Bureau); PUBLIC DEFENSE; COMMANDER; 04/2002; Approximately 40 hours per week devoted to this activity which includes trading hours, however, the role provides flexibility for Mr. Reynolds support clients requests, receive calls, and manage trades as needed. The duties of this role are clerical and administrative in nature and include project planning/management for the department, record reviews and management, budget planning, operations improvement, and ensuring the facility remains safe, secure, and well maintained.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Thomas Reynolds'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^®

Certified Financial Planner

Start date: 2016

Experience

Current

January 9, 2018 - Present

CORETEGIC CAPITAL, LLC

Office #1: 2408 26th Road South, Arlington, VA 22206

RIA

CRD#: 291343

ARLINGTON, VA

Past

August 11, 2014 - October 26, 2017

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

CEDAR RAPIDS, IA

Past

July 3, 2014 - November 1, 2017

LPL FINANCIAL LLC

CRD#: 6413

CEDAR RAPIDS, IA

Past

December 21, 2012 - March 6, 2014

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

MARION, IA

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

Iowa
(1/9/2018)

IAR

Virginia
(8/23/2023)

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 66

Date: 7/9/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/1/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/2012

General Securities Representative Examination

Current Firm

CORETEGIC CAPITAL, LLC

CORETEGIC CAPITAL | CORETEGIC CAPITAL, LLC | CORETEGIC CAPITAL WEALTH MANAGEMENT

CRD#: 291343 / SEC#:

Iowa

Registered Investment Advisory firm - (1/9/2018 Approved)

Virginia

Registered Investment Advisory firm - (8/23/2023 Approved)

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Contact information

Main Address

2408 26th Road South, Arlington, VA 22206

Mailing Address

Phone number

(703) 261-9449

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 12,646,891

Red Flags

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

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Anthony T. Reynolds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Thomas Reynolds's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORETEGIC CAPITAL, LLC

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/9/2014

SIE

Date: 11/1/2017

Series 7

Date: 12/20/2012

Current Firm

CORETEGIC CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORETEGIC CAPITAL, LLC

TRUST BUT VERIFY

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