Shanna Reed
Shanna Reed is a registered investment advisor at Maridea Wealth Management, based in Brooklyn, NY, with 14 years of industry experience. Shanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,555 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maridea Wealth Management charges a fee based on the value of your investments. The annual fee can be up to 2.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Maridea. Fees may be negotiable. You'll also pay separate fees to the company that holds your assets and executes trades.
Location
25 Kent Avenue, Suite 401, Brooklyn, NY, 11249
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2022Customer Dispute
October 2020Financial
July 2018Other Business ActivitiesSells Insurance
Shanna is involved in several business activities, including technology consulting, expert witness work, serving as an advisory representative for a RIA, and financial coaching. She is also a managing member of Heritage Financial Strategies LLC and an independent insurance agent, dedicating about 10-20% of her time to this role.
Employment History
Current Registrations
Maridea Wealth Management
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.