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Chloe Reed

17 Years of Experience
Miami, FL
Broker

Chloe Reed is a registered investment advisor, based in Miami, FL, with 17 years of industry experience.

Location

1111 Brickell Ave, Suite 2180, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chloe is the CEO of Thepicurist, LLC, where she writes personal restaurant reviews, dedicating minimal time to this. She also works as an Investment Professional for NewEdge Wealth, LLC, serving ultra-high net worth individuals, which takes nearly full-time hours.

Employment History
Current Registrations
Newedge Securities, LLCBroker
January 2023 - Present · 3 yrs 4 mos
New Edge Wealth
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
November 2008 - January 2023 · 14 yrs 2 mos
UBS Financial Services INC.Broker
September 2008 - January 2023 · 14 yrs 4 mos
State Registrations3 states
CTFLTX
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.
Chloe Reed - Financial Advisor | TrueAdvisor