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Charles J. Reen

WESTPORT FINANCIAL SERVICES, L.L.C.
NEW YORK, NY 10019
CRD#: 7579954
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CR
Charles Jeremiah ReenWESTPORT FINANCIAL SERVICES, L.L.C.

Professional summary

Charles Jeremiah Reen is a registered financial professional currently at WESTPORT FINANCIAL SERVICES, L.L.C. located in New York, New York.

Charles is registered as a RR (Registered Representative) and started their career in finance in 2026. Charles has worked at 1 firm and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Charles Jeremiah Reen'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

March 17, 2026 - Present

WESTPORT FINANCIAL SERVICES, L.L.C.

Office #1: 680 Fifth Avenue 5th Floor, New York, NY 10019
BD
CRD#: 38449
NEW YORK, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 3/17/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/15/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WF
WESTPORT FINANCIAL SERVICES, L.L.C.
WESTPORT FINANCIAL SERVICES, L.L.C.

CRD#: 38449 / SEC#: , 8-48204

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
4651 Salisbury Road Suite 410, Jacksonville, FL 32256-6129
Mailing Address
4651 Salisbury Road Suite 410, Jacksonville, FL 32256-6129
Phone number
(203) 653-2430
Established
Delaware since 09/19/1994
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (46 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
WESTPORT HRH, LLCSHAREHOLDER
ANGELL, CARTER MICHAELCEO, CFO (FINOP), CCO7846268
KENDALL, PATRICK JAMESVICE PRESIDENT5584485
PINTO, JAMES MARKVICE PRESIDENT & SECRETARY3045169

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

WESTPORT FINANCIAL SERVICES, L.L.C.

CRD#: 38449New York, NY 10019

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