Jeffrey Reid is a CFP-designated registered investment advisor at Townsquare Capital, LLC, based in Lehi, UT, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 84 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TownSquare Capital primarily provides investment management services to other investment advisors, not directly to individual investors. Fees for these services are negotiated with the other investment advisors. TownSquare may offer asset management services directly to employees and their relatives (House Accounts). Fees charged to House Accounts are negotiable but will not exceed 3% annually of the value of the investments.
Location
Traverse Ridge Center Ii, 3450 Triumph Boulevard, Lehi, UT, 84043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Townsquare Capital, LLC
Brinker Capital Securities, LLC
Brinker Capital Securities, LLCBroker
Previous Registrations
Water Street Financial LLC
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
Townsend
Securities America, INC.Broker
Mercer Global Advisors INC.
Scottrade, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations2 states
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.