Cynthia Reidy, financial advisor Bellevue WA
88 score

Cynthia Reidy

CRD Number: 6306718
Current Firm: Prudential Financial Planning Services

Cynthia Reidy (CRD# 6306718) is an Investment Advisor Representative working at Prudential Financial Planning Services in Bellevue, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Bellevue, WA Jul 2016 - Current < 1
Pruco Securities, LLC Bellevue, WA Jul 2016 - Current < 1
Edward Jones St Louis, MO Mar 2014 - Jul 2016 2
Unemployed Vancouver, WA Jan 2014 - Mar 2014 < 1
Bay Equity Llc (dba Bay Equity Private Client Group) Tacoma, WA Sep 2013 - Jan 2014 < 1
Unemployed Vancouver, WA Apr 2013 - Sep 2013 < 1
Summit Mortgage Corporation Vancouver, WA Jan 2013 - Apr 2013 < 1
Wells Fargo Bank (dba Wells Fargo Home Mortgage) Vancouver, WA Oct 2011 - Dec 2012 1
Bank Of America (dba Bank Of America, N.a.) Hillsboro, OR Apr 2009 - Oct 2011 2
Us Bank Portland, OR Dec 2008 - Mar 2009 < 1
Countrywide Home Loans (acquired By Bank Of America) Vancouver, WA Sep 1997 - Nov 2008 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Cynthia F. Reidy
Phone Number: 800-235-7637
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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