Joseph Reina, financial advisor Dallas TX
89 score

Joseph Reina

CRD Number: 6303258
Current Firm: Strategic Advisers, Inc.

Joseph Reina (CRD# 6303258) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Dallas, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Westlake, TX Feb 2014 - Current 2
Xpo Logistics Inc. Frisco, TX May 2013 - Feb 2014 < 1
University Of Texas At Dallas Richardson, TX Aug 2010 - Jun 2013 2
Nordstrom Inc. Frisco, TX Oct 2009 - May 2013 3
Collin College Plano, TX Aug 2009 - Jun 2010 < 1
Ymca Plano, TX Aug 2007 - Oct 2009 2
Texas Aces Hockey Association Dallas, TX Aug 2006 - Aug 2009 3
Dr. Pepper Stars Center Plano, TX Aug 2005 - Aug 2009 4
University Of Arkansas Fayetteville, AR Aug 2008 - Jun 2009 < 1
Plano Senior High School Plano, TX Aug 2006 - Jun 2008 1
Potbelly's Plano, TX May 2006 - Aug 2006 < 1
Jasper High School Plano, TX Aug 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Joseph J. Reina
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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