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Sandra Reif

Reif Portfolio Management

Miami, FL

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Current Employers
Reif Portfolio Management

Miami, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-15
  • FL RA
    APPROVED
    Since 2024-04-15

Branch Locations

Miami, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial Yes
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Reif Portfolio Management Llc Miami FL 11/2023 Present
Not Applicable Miami FL 11/2022 10/2023
Wells Fargo Bank N.A. Miami FL 05/2017 11/2022
U.S. Trust Bank Boston MA 02/2013 05/2017
  • 11/2023 → Present
    Reif Portfolio Management Llc
    Miami, FL
  • 11/2022 → 10/2023
    Not Applicable
    Miami, FL
  • 05/2017 → 11/2022
    Wells Fargo Bank N.A.
    Miami, FL
  • 02/2013 → 05/2017
    U.S. Trust Bank
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-19
S65 Uniform Investment Adviser Law Examination 2023-10-19
  • S65 Uniform Investment Adviser Law Examination
    2023-10-19
  • S65 Uniform Investment Adviser Law Examination
    2023-10-19
Other Names
  • Sandra Reif Graif

View on SEC IAPD

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