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Brian Reddington

3 Years of Experience
Manhasset, NY

Brian Reddington is a registered investment advisor at R Squared IV, based in Manhasset, NY, with 3 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

R Squared IV charges an ongoing advisory fee based on the value of your portfolio. The fee ranges from 0.25% to 1.50% annually, billed quarterly. The specific fee depends on the costs to access client assets. R Squared IV also charges a performance-based incentive fee based on net profits over a high-water mark, ranging from 20% to 30% of net profits, charged quarterly.

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Location

417 Ryder Rd, Manhasset, NY, 11030

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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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Employment History
Current Registrations
R Squared IV
June 2025 - Present · 11 mos
Previous Registrations
Castleview Partners, LLC
March 2025 - May 2025 · 2 mos
David Lerner Associates, INC.Broker
April 2023 - February 2025 · 1 yr 10 mos
Nylife Securities LLCBroker
June 2021 - February 2022 · 8 mos
State Registrations1 state
NY
Advisor

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.
Brian Reddington - Financial Advisor | TrueAdvisor