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Rea Wealth Management CRD 108913
$892M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
419 W High Ave, New Philadelphia, OH 44663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-01-05 |
Branch Locations
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-10-15 |
Branch Locations
419 West High Avenue, New Philadelphia, OH 44663 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2015 | Present |
| Rea Wealth Management | New Philadelphia | OH | 01/2016 | Present |
1. IAR of Investment Partners, ltd - provides financial planning and asset management services through independent registered investment adviser, conducted at branch location, investment related. 2. Fixed insurance sales; as of 9/13/2016; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-14 |
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