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Reed Salony

CFP®
CRD# 6344700·Registered 2014 - 2026
Previously Registered: Being a previously registered professional could mean that Reed is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Reed Salony, CFP®, who also goes by Reed Anthony Salony, was a registered financial advisor. Reed was a previously registered financial professional and started their career in finance 2014 - 2026. Reed had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Reed Anthony Salony

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2021

Years of Experience

12 years in the financial services industry

Current & Past Employments

FACET·CRD# 285961
RIA
Fort Collins, CO
June 12, 2026 - October 12, 2026
EMPOWER FINANCIAL SERVICES, INC.·CRD# 13109
BD
Greenwood Village, CO
August 16, 2023 - November 13, 2025
EMPOWER ADVISORY GROUP, LLC·CRD# 112058
RIA
Fort Collins, CO
April 3, 2023 - November 13, 2025
PERSONAL CAPITAL ADVISORS CORPORATION·CRD# 155172
RIA
Fort Collins, CO
January 6, 2022 - April 3, 2023
OSAIC FA, INC.·CRD# 3978
RIA
Hunt Valley, MD
November 4, 2015 - January 3, 2022
OSAIC FA, INC.·CRD# 3978
BD
Hunt Valley, MD
October 15, 2015 - January 3, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
RIA
York, PA
March 30, 2015 - August 20, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
York, PA
October 10, 2014 - August 20, 2015

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Current Firm

FA
FACET

FABRIC WEALTH | ONEK FINANCIAL, INC. | FACET WEALTH, INC, | FACET WEALTH, INC | FACET WEALTH | FACET

CRD#: 285961 / SEC#: 801-108767
RIA
Registered Investment Advisory firm - SEC (12/15/2016 Approved)

Contact Information

Main Address

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411

Phone Number

(443) 376-6222

# of Employees

262

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

47,740

AUM (Assets Under Management)

$8,685,903,875

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/29/2025Cover PageReport

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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.

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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".
FA
FACET

FABRIC WEALTH | ONEK FINANCIAL, INC. | FACET WEALTH, INC, | FACET WEALTH, INC | FACET WEALTH | FACET

CRD#: 285961 / SEC#: 801-108767
RIA
Registered Investment Advisory firm - SEC (12/15/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2015About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2014About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2016About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 2014About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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