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Matthew John Reynolds

Cra Financial Services, L.L.C.

Northfield, NJ

CRD 3153455

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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:

Current Employers
Cra Financial Services, L.L.C.

332 Tilton Road, Northfield, NJ 08225 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-24
NJ RA APPROVED 2004-12-09
  • TX RA
    APPROVED
    Since 2020-12-24
  • NJ RA
    APPROVED
    Since 2004-12-09

Branch Locations

332 Tilton Road, Northfield, NJ 08225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capaldi, Reynolds & Associates Pa Northfield NJ 09/1995 Present
Cra Financial Services, Llc Northfield NJ 08/1999 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-08-10
  • S66 Uniform Combined State Law Examination
    1999-08-10
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BENJAMIN F. EDWARDS & COMPANY, INC.
EDWARD JONES
PROSPERA FINANCIAL SERVICES, INC.

Nearby Investors

THOMAS EDWARD REYNOLDS
JEFFREY WILBUR HILLIARD
ROBERT THOMAS MARTIN

Nearby Offices

BENJAMIN F. EDWARDS & COMPANY, INC. · NORTHFIELD, NJ
EDWARD JONES · NORTHFIELD, NJ
PROSPERA FINANCIAL SERVICES, INC. · Northfield, NJ

More in Northfield, NJ

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