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Paul David Reile

Cx Institutional, LLC

Auburn Hills, MI

Auburn, IN

CRD 1348970

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Employer firm

Cx Institutional, LLC CRD 292627

$4.46B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Cx Institutional, Llc

200 East 7Th Street, Auburn, IN 46706 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-07-01
TX RA APPROVED 2025-07-01
  • MI RA
    APPROVED
    Since 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

3121 University Dr. Suite 100, Auburn Hills, MI 48326 • United States

200 East 7Th Street, Auburn, IN 46706 • 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
Tfg Advisors Auburn Hills MI 06/1996 08/2025
Tfg Advisers Llc Auburn Hills MI 08/2017 08/2025
Tfg Advisers Llc Auburn Hills MI 04/2017 08/2025
Cx Institutional Auburn Hills MI 07/2025 Present
  • 06/1996 → 08/2025
    Tfg Advisors
    Auburn Hills, MI
  • 08/2017 → 08/2025
    Tfg Advisers Llc
    Auburn Hills, MI
  • 04/2017 → 08/2025
    Tfg Advisers Llc
    Auburn Hills, MI
  • 07/2025 → Present
    Cx Institutional
    Auburn Hills, MI
Previous Registrations
  • 2017-09-29 → 2025-07-23
    Tfg Advisors
    Auburn Hills, MI
  • 2010-02-09 → 2017-12-31
    Tfg Advisors
    Auburn Hills, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-08
S63 Uniform Securities Agent State Law Examination 1985-05-01
  • S65 Uniform Investment Adviser Law Examination
    2010-01-08
  • S63 Uniform Securities Agent State Law Examination
    1985-05-01
Other Names
  • Paul David Riles

View on SEC IAPD

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