Thomas Edward Reynolds

Employer firm

Cra Financial Services, L.l.c. CRD 124004

$1.69B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/1999 → Present
  Cra Financial Services, Llc
  Northfield, NJ
• 07/1987 → Present
  Capaldi Reynolds & Pelosi, Pa
  Northfield, NJ

Other Businesses

CAPALDI, REYNOLDS & PELOSI, P.A. / NOT INVESTMENT RELATED / 332 TILTON ROAD, NORTHFIELD NJ 08225 / CONTRACT TAX PREP DURING TAX SEASON / APPROX 80 HOURS/MONTH DURING THREE MONTH TAX SEASON, NOT DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  1999-10-12