Christopher S. Reid

CAPITAL PARTNERS WEALTH MANAGEMENT

Issaquah, WA 98027

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CRD#: 6886032

Professional summary

Christopher Scott Reid, ChFC®, who also goes by Chris Reid, Christopher S. Reid, is a registered financial advisor currently at CAPITAL PARTNERS WEALTH MANAGEMENT located in Issaquah, Washington.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Christopher has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Reid | Christopher S. 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.

(1) 2014-Present: Christopher Reid Financial Inc./Insurance Related/Sammamish, WA/Insurance/Independent Insurance Agent/Involves up to 20% time each month including during traditional business hours./(2) 2022 - Present: Grace Exceptional Care LLC/Adult home/ Bellevue, WA/Member/1hr per month payroll including traditional business hours./(3) 2021 - 2024: Capital Partners Opportunity Fund LLC/pooled investment vehicle/Sammamish, WA/0 hours per month/member./(4Present: Capital Partners Group LLC/pooled investment vehicle/Sammamish, WA/1 hour per month, including during normal business hours/member/winding down company./(5) 2022 - Present: 5105 NW 137th LLC/Sammamish, WA/0 hours per month/member/rental property./ (6) 2021 - Present: 16924 NE 14th LLC/Bellevue, hours per month/rental property/member./ (7) 2019 - Present: Grace Gentle Care II LLC/Adult home/Bellevue, WA/Member/0 hours per month. (8) 2023 - Present Grace Exceptional Care LLC / AFH/Bellevue, WA/Member/0 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Scott Reid'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

January 17, 2018 - Present

CAPITAL PARTNERS WEALTH MANAGEMENT

Office #1: 605 E Sunset Way, Issaquah, WA 98027

RIA

CRD#: 291260

Issaquah, WA

Past

March 21, 2022 - September 18, 2023

CPG MANAGEMENT CO LLC

RIA

CRD#: 316995

SAMMAMISH, WA

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

Washington
(1/17/2018)

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

Current Firm

CAPITAL PARTNERS WEALTH MANAGEMENT

CRD#: 291260 / SEC#:

Washington

Registered Investment Advisory firm - (1/17/2018 Approved)

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Contact information

Main Address

605 E Sunset Way, Issaquah, WA 98027

Mailing Address

3020 Issaquah Pine Lake Rd Se #215, Sammamish, WA 98075

Phone number

(425) 312-1515

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	236
AUM (Assets Under Management)	$ 29,103,676

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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Christopher S. Reid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Scott Reid's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL PARTNERS WEALTH MANAGEMENT

CPG MANAGEMENT CO LLC

State Registrations and Notice Filings

Exams

Current Firm

CAPITAL PARTNERS WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPITAL PARTNERS WEALTH MANAGEMENT

TRUST BUT VERIFY

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