Reid Fiorio, financial advisor Ashland WI

Reid Fiorio

CRD Number: 6333896
Current Firm: Newedge Advisors

Reid Fiorio (CRD# 6333896) is an Investment Advisor Representative working at Newedge Advisors in Ashland, WI and has over 8 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Gwm Advisors, Llc (dba: Goss Advisors) Ashland, WI Jan 2018 - Current 6
Lpl Financial LLC Ashland, WI Nov 2017 - Current 6
Investment Centers Of America Ashland, WI Jun 2014 - Nov 2017 3
Mankato State University Mankato, MN Aug 2010 - Dec 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2015
S63 Uniform Securities State Law Examination Sep 2015
Contact Info for Reid M. Fiorio
Phone Number: 504-459-4391
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    12,683
    MILLIONS
  • Total Number of Accounts
    48,067
    ACCOUNTS
  • Average Account Value
    $263,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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