Gregory Reid, financial advisor Dallas TX

Gregory Reid

CRD Number: 2176683
Current Firm: Westwood Management Corp

Gregory Reid (CRD# 2176683) is an Investment Advisor Representative working at Westwood Management Corp in Dallas, TX and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Westwood Mangement Corp. Houston, TX Nov 2022 - Current 1
Forward Management, LLC San Francisco, CA Aug 2018 - Current 5
Salient Advisors, LP Houston, TX Aug 2018 - Current 5
Forward Securities, LLC San Francisco, CA Jul 2018 - Current 5
Salient Capital, LP Houston, TX Aug 2011 - Current 12
The Salient Zarvona Energy Fund Gp, LP Houston, TX Mar 2011 - Current 13
Salient Partners, LP Houston, TX Jan 2011 - Nov 2022 11
Salient Capital Advisors, LLC Houston, TX May 2010 - Nov 2022 12
Endowment Advisers, LP Houston, TX Aug 2018 - Mar 2021 2
Salient Private Client, LLC Houston, TX Aug 2017 - Jul 2018 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Apr 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory A. Reid
Phone Number: 214-756-6900
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    11,682
    MILLIONS
  • Total Number of Accounts
    467
    ACCOUNTS
  • Average Account Value
    $25,014,041
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IA, IL, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OR, PA, TN, TX, VA, WA, WY

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