Aaron Allen Reed

Employer firm

Stratos Wealth Advisors LLC CRD 283816

$5.57B regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 12/2018
  Kayne Anderson Rudnick Investment Management Llc
  Mason, OH
• 02/2009 → 10/2018
  Vp Distributors Inc
  Mason, OH
• 06/2020 → 11/2020
  Ceros Financial Services, Inc.
  Rockville, MD
• 01/2019 → 05/2020
  Litespeed Management
  Cincinnati, OH
• 09/2020 → 10/2024
  Wcm Investment Management
  Cincinnati, OH
• 01/2021 → 10/2024
  Imst Distributors, Llc
  Cincinnati, OH
• 12/2024 → Present
  Stratos Wealth Advisors, Llc
  Cincinnati, OH

Previous Registrations

• 2021-09-21 → 2024-10-03
  Wcm Investment Management
  Cincinnati, OH
• 2004-09-16 → 2007-05-16
  Rittenhouse Asset Management, Inc.
  West Chester, OH
• 2003-10-24 → 2004-09-02
  Citigroup Global Markets Inc.
  Stamford, CT

Other Businesses

Retirement Corporation of America - Registered Investment Advisor DBA - Investment related . Located 10300 Alliance Road, Suite 100, Cincinnati, OH 45242. Investment advisory, Financial Advisor. Start 12/5/2024. 160 hours per month:140 hours per month during securities trading hours. Investment advice and planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-16
• S63 Uniform Securities Agent State Law Examination
  1991-12-17