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Alan Joel Reef

Cary Street Partners

Summit, NJ

Cary Street Partners Asset Management

Summit, NJ

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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-12-06
NJ RA APPROVED 2020-09-23
  • VA RA
    APPROVED
    Since 2023-12-06
  • NJ RA
    APPROVED
    Since 2020-09-23

Branch Locations

129 Summit Avenue, Summit, NJ 07901 • United States

Cary Street Partners Asset Management

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-02-17
  • NJ RA
    APPROVED
    Since 2021-02-17

Branch Locations

129 Summit Ave, Summit, NJ 07901 • 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
Tradition Asset Management Summit NJ 10/2013 08/2020
Cary Street Partners Investment Advisory, Llc Summit NJ 08/2020 Present
  • 10/2013 → 08/2020
    Tradition Asset Management
    Summit, NJ
  • 08/2020 → Present
    Cary Street Partners Investment Advisory, Llc
    Summit, NJ
Previous Registrations
  • 2020-01-10 → 2020-09-28
    Tradition Asset Management Llc
    Summit, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-30
  • S65 Uniform Investment Adviser Law Examination
    2019-12-30
Other Names
  • Alan J Reef

View on SEC IAPD

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Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
J.P. MORGAN SECURITIES LLC · Summit, NJ
WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ
BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ
FORZA INVESTMENT GROUP, LP · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

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