Reed Anthony Sloat

Current Employers

Employment History

• 07/2016 → 03/2024
  Raymond James Financial Services, Inc.
  Chesapeake, VA
• 07/2016 → 03/2024
  Raymond James Financial Services Advisors Inc.
  Chesapeake, VA
• 07/2017 → 03/2024
  Freedom Street Partners
  Chesapeake, VA
• 12/2023 → Present
  Steward Partners Global Advisory
  Chesapeake, VA
• 03/2024 → Present
  Steward Partners Investment Solutions, Llc
  Chesapeake, VA
• 03/2024 → Present
  Steward Partners Investment Advisory, Llc
  Chesapeake, VA
• 03/2024 → 12/2024
  Elan Wealth Management, Llc
  Chesapeake, VA

Previous Registrations

• 2024-04-09 → 2025-01-28
  Elan Wealth Management, L.L.C.
  Southern Shores, NC
  Chesapeake, VA
• 2016-07-26 → 2024-03-15
  Raymond James Financial Services Advisors, Inc
  Chesapeake, VA
  Chesapeake, VA
  Chesapeake, VA
  Cheaspeake, VA
• 2009-07-15 → 2016-07-22
  Edward Jones
  Chesapeake, VA
  St Louis, MO
  Chesapeake, VA
  Chesapeake, VA
  Chesapeake, VA

Other Businesses

(1) Chesapeake, VA OPEB board of Directors 306 Cedar Rd, Chesapeake, VA, 23323, Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board I/R: No 02/07/2019 HPM: 2-10 HPM during trading hours: 0-1 DOD: The board meet quarterly to review the city of Chesapeake Other Post Employment Benefits (OPEB) fund (approximately $79 Million) The City manager, Treasurer, and HR director are on the board as well 2 other financial advisors. (2) CMR Wealth Management 1214 Progressive Dr Ste 200, Chesapeake, VA, 23320-2848, Business Owner Position/Title: Other I/R: No 02/16/2018 HPM: 0-1 HPM during trading hours: 0-1 DOD: Freedom Street Partners, LLC owns 20% stake in CRM. (3) Freedom Street Advisors, LLC (FSA) 1214 Progressive Dr Ste 200, Chesapeake, VA, 23320-2848, Support Company - Owner Position/Title: Other I/R: No 09/18/2017 HPM: 21-40 HPM during trading hours: 81+ DOD: Partner, holding company for core FA business of Scott Danner, Andrew Gregory and Reed Sloat (4) Freedom Street Charlotte, LLC (FSC) 1214 Progressive Dr Ste 200, Chesapeake, VA, 23320-2848, Support Company - Owner Position/Title: Other I/R: No 09/05/2018 HPM: 11-20 HPM during trading hours: 21-40 DOD: Entity used to purchase clients of Fred Reddel, passes through to Freedom Street Partners (5) Freedom Street Culpeper, LLC (FSK) 1214 Progressive Dr Ste 200, Chesapeake, VA, 23320-2848, Support Company - Owner Position/Title: Other I/R: No 06/19/2020 HPM: 2-10 HPM during trading hours: 21-40 DOD: LLC used to purchase clients of Debra Koller, this is a pass through LLC to Freedom Street Partners. (6) Freedom Street Partners 1214 Progressive Dr Suite 200, Chesapeake, VA, 23320, Support Company - Owner Position/Title: Other I/R: No 07/24/2017 HPM: 0-1 HPM during trading hours: 0-1 DOD: Co-owner of support company (7) FSK Offices, LLC; Culpeper VA; Business Owner Position/Title: Partner; Not Investment Related; Start date 08/01/2021; 0-1 HRs/Mo devoted to this activity; 0 Hrs/Mo during trading hours; Description of Duties: Commercial Property passive owner. (8) FSP Enterprise, LLC 1214 Progressive Dr Ste 200, Chesapeake, VA, 23320-2848, Support Company - Owner Position/Title: Other I/R: No 02/28/2023 HPM: 21-40 HPM during trading hours: 81+ DOD: A - Shareholder with 13.8% ownership of the entity (9) LWO 1214 Progressive Dr Suite 200, Chesapeake, VA, 23320, Support Company - Owner Position/Title: Other I/R: No 05/01/2018 HPM: 2-10 HPM during trading hours: 2-10 DOD: Shared services platform, I am one of 6 owners (10) Steward Partners Global Advisory, 1214 Progressive Dr Ste 200, Chesapeake, VA, 23320, Support Company - Non Owner, 12/18/2023, Associate/Employee I/R: No, HPM:41-80 HPM trAd hrs: 41-80 Duties:: FA (11) Steward Partners Holding, 1214 Progressive Dr Ste 200, Chesapeake, VA, 23320, Business Owner, 12/18/2023, Partner, I/R: No HPM: 0-1 HPM during trading hours: 0-1, Duties: Passive Owner (12) RAVR, LLC; Chesapeake, VA; Business Owner; 2/15/2024; Investment related; 0-1 Hrs/Mo; 0-1 Hrs/Mo during trading hours; Duties: Passive Owner; Ownership in Car Wash and Storage Units. (13) DSGR, LLC; Cheasapeake, VA; Business Ownership; Nature of business: Ownership in an AI Firm; Position: Partner; Duties: Passive Owner; 0-2 Hrs/Mo devoted to this activity, 0 Hrs/Mo during trading hours; Investment related. (14) Name of Business: OPEB Chesapeake Retirees Benefits Trust; City/State: Chesapeake, VA; Activity Type: Board Member/Committee; Position/Title: Vice Chair; Investment-related: No; State Date: 10/01/2022; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <; Description of duties: Quarterly board meetings, not signing authority. provide accountability to FMG the firm that manages the trusts money

Exams

• S66 Uniform Combined State Law Examination
  2009-05-29

Other Names

• Reed Sloat