Travis Reiner

CION SECURITIES

New York, NY 10017

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CRD#: 6819422

Professional summary

Travis Reiner, who also goes by Travis Max Reiner, is a registered financial professional currently at CION SECURITIES, LLC located in New York, New York.

Travis is registered as a RR (Registered Representative) and started their career in finance in 2021. Travis has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Travis Max Reiner

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 Travis Reiner'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

February 19, 2025 - Present

CION SECURITIES, LLC

Office #1: 100 Park Avenue 25th Floor, New York, NY 10017

CRD#: 15487

New York, NY

Past

January 16, 2023 - February 24, 2025

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

New York, NY

Past

January 4, 2023 - February 24, 2025

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

New York, NY

Past

January 4, 2023 - February 24, 2025

CITI PRIVATE ALTERNATIVES, LLC

CRD#: 153777

New York, NY

Past

August 9, 2021 - November 23, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

ROCKVILLE CENTRE, NY

Past

March 29, 2021 - April 20, 2021

PARK AVENUE SECURITIES LLC

CRD#: 46173

MELVILLE, NY

State Registrations and Notice Filings

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

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

Alabama
(2/19/2025)

Florida
(2/19/2025)

Georgia
(2/19/2025)

Mississippi
(2/19/2025)

New York
(2/19/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 1/16/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/13/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/29/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/11/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CION SECURITIES, LLC

CRD#: 15487 / SEC#: , 8-32283

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

100 Park Avenue 25th Floor, New York, NY 10017

Mailing Address

100 Park Avenue 25th Floor, New York, NY 10017

Phone number

(212) 418-4700

Established

Delaware since 01/02/2013

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
CION INVESTMENT GROUP, LLC	MEMBER
BURNS, WILLIAM J	CHIEF COMPLIANCE OFFICER	2058159
CROSSMAN, DOUGLAS S	CHIEF EXECUTIVE OFFICER	2749478
GATTO, MARK	DIRECTOR
HOPKINSON, JODI A	VP COMPLIANCE	2898349
REISNER, MICHAEL ADAM	DIRECTOR

Disclosures

Regulatory Event

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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Advisor Monitoring

Firm Stability Insights

Travis Reiner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Travis Reiner's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITI PRIVATE ALTERNATIVES, LLC

J.P. MORGAN SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/16/2023

Series 63

Date: 10/13/2020

Series 7TO

Date: 3/29/2021

SIE

Date: 6/11/2020

FINRA

Current Firm

CION SECURITIES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

CION SECURITIES, LLC

TRUST BUT VERIFY

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