Matthew Reynolds, financial advisor Northfield NJ
96 score

Matthew Reynolds

CRD Number: 3153455
Current Firm: Cra Financial Services, LLC

Matthew Reynolds (CRD# 3153455) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 17 years of experience in the finance industry. Matthew Reynolds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Investment Advisors
Professional Designations
Company Name Location Dates Years
Cra Financial Services, LLC Northfield, NJ Aug 1999 - Current 17
Capaldi, Reynolds & Associates Pa Northfield, NJ Sep 1995 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 1999
Contact Info for Matthew J. Reynolds
Phone Number: 609-641-4000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
Types of Clients
Registered States


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

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