Ryan J. Reid

CURATED WEALTH PARTNERS

El Segundo, CA 90245

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CRD#: 6830742

Professional summary

Ryan J Reid, who also goes by Ryan James Reid, Ryan Reid, is a registered financial advisor currently at CURATED WEALTH PARTNERS, LLC located in El Segundo, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ryan has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan James Reid | Ryan Reid

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) - RIA

Click below to view Ryan J Reid's CRS (Customer Relationship Summary).

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

August 12, 2025 - Present

CURATED WEALTH PARTNERS, LLC

Office #1: 2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245

RIA

CRD#: 297852

El Segundo, CA

Past

June 23, 2025 - July 27, 2025

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

New York, NY

Past

August 15, 2017 - July 27, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

New York, NY

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".

CURATED WEALTH PARTNERS, LLC

CURATED WEALTH PARTNERS, LLC | SHERLOCK ADVISORS, LLC

CRD#: 297852 / SEC#: 801-113890

RIA

Registered Investment Advisory firm - (8/28/2018 Approved)

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

California
(8/12/2025)

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 65

Date: 5/22/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/3/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2017

General Securities Representative Examination

Current Firm

CURATED WEALTH PARTNERS, LLC

CURATED WEALTH PARTNERS, LLC | SHERLOCK ADVISORS, LLC

CRD#: 297852 / SEC#: 801-113890

RIA

Registered Investment Advisory firm - (8/28/2018 Approved)

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Contact information

Main Address

2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245

Mailing Address

Phone number

(310) 356-0830

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR CURATED WEALTH PARTNERS, LLC (2/5/2025)

Regulatory assets under management

Total Number of Accounts	328
AUM (Assets Under Management)	$ 1,448,000,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/02/2024	Cover Page	Report
09/11/2023	Cover Page	Report
11/28/2022	Cover Page	Report

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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Ryan J. Reid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan J Reid's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

CURATED WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/22/2025

Series 63

Date: 10/3/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/15/2017

Current Firm

CURATED WEALTH PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CURATED WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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