Homer Reed is a registered investment advisor, based in Palo Alto, CA, with 5 years of industry experience. Homer is also registered as a broker, so some compensation may come from commissions on products sold.
Location
261 Hamilton Ave., Palo Alto, CA, 94301
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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.
Learn about disclosures →Employment History
Current Registrations
Wealthfront Advisers LLC
August 2023 - Present · 3 yrs 2 mos
Wealthfront Brokerage LLC
August 2023 - Present · 3 yrs 2 mos
Wealthfront Brokerage LLCBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Ally Invest Advisors
May 2023 - July 2023 · 2 mos
Ally Invest Securities LLCBroker
June 2021 - July 2023 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2021 - May 2021 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2020 - May 2021 · 5 mos
State Registrations1 state
CA
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.
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