DR
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Donald Reed

31 Years of Experience
Hermitage, PA
Broker

Donald Reed is a registered investment advisor at Cetera Investment Advisers LLC, based in Hermitage, PA, with 31 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

475 S. Buhl Farm Road, Hermitage, PA, 16148

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Donald is the owner of Reed & Reed Associates, Inc., an accounting and income tax service, dedicating about a quarter of his time. He is also a partner in Reed & Reed Rentals since 1997.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2005 - Present · 21 yrs 6 mos
Cetera Financial Specialists LLCBroker
June 2004 - Present · 22 yrs 1 mo
Previous Registrations
Hochman & Baker Securities, INC.Broker
January 2002 - June 2004 · 2 yrs 5 mos
Mony Securities CORP.Broker
May 1989 - August 1991 · 2 yrs 3 mos
The Mutual Life Insurance Company of New YorkBroker
May 1989 - October 1990 · 1 yr 5 mos
Fundselect Advisers, INC.Broker
July 1986 - December 1988 · 2 yrs 5 mos
H & R Investments, INC.Broker
September 1985 - May 1986 · 8 mos
Vineyard Securities CompanyBroker
September 1983 - September 1985 · 2 yrs
State Registrations3 states
MDOHPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.