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BR

Brian Reddington

R SQUARED IV
MANHASSET, NY 11030
Some features on this profile are disabled
CRD#: 7221737
BR

Professional summary

Brian Reddington is a registered financial advisor currently at R SQUARED IV located in Manhasset, New York.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brian has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

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.
It is not investment related. Brian drives for uber occasionally after the market closes. 0 hours devoted to the other business during securities trading hours and a total of 10 hours a week are devoted to the outside business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Reddington'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

June 16, 2025 - Present

R SQUARED IV

Office #1: 417 Ryder Rd, Manhasset, NY 11030
RIA
CRD#: 337212
MANHASSET, NY
Past

March 1, 2025 - May 19, 2025

CASTLEVIEW PARTNERS, LLC

RIA
CRD#: 281410
Manhasset, NY
Past

April 7, 2023 - February 19, 2025

DAVID LERNER ASSOCIATES, INC.

BD
CRD#: 5397
SYOSSET, NY
Past

June 9, 2021 - February 8, 2022

NYLIFE SECURITIES LLC

BD
CRD#: 5167
MELVILLE, NY

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
New York
(6/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/1/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/27/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/7/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/9/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/15/2021
Securities Industry Essentials Examination

Current Firm

RS
R SQUARED IV
R SQUARED IV | R SQUARED IV LLC

CRD#: 337212 / SEC#:

New York
Registered Investment Advisory firm - (6/16/2025 Approved)
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Contact information

Main Address
417 Ryder Rd, Manhasset, NY 11030
Mailing Address
Phone number
(516) 650-8172
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

R SQUARED IV

CRD#: 337212Manhasset, NY 11030

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