Alicia Reed, financial advisor Pittsburgh PA
93 score

Alicia Reed

CRD Number: 5439615
Current Firm: Mid Atlantic Financial Management, Inc.

Alicia Reed (CRD# 5439615) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Pittsburgh, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Mid Atlantic Financial Management, Inc. Pittsburgh, PA Jul 2015 - Current 1
Mid Atlantic Capital Corporation Wexford, PA Jul 2015 - Current 1
Lions Gate Wealth Management Wexford, PA Sep 2011 - Current 5
Commonwealth Financial Network Waltham, MA Sep 2011 - Jul 2015 3
Merrill Lynch Sewickley, PA Aug 2008 - Sep 2011 3
Univ. Of Pittsburgh Medical Center Pittsburgh, PA Dec 1989 - Aug 2008 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Alicia M. Reed
Phone Number: 412-391-7077
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,765
    MILLIONS
  • Total Number of Accounts
    7,294
    ACCOUNTS
  • Average Account Value
    $241,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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