David Reynolds, financial advisor Greenville DE

David Reynolds

CRD Number: 5169938
Current Firm: Spearhead Administrative Services, LLC

David Reynolds (CRD# 5169938) is an Investment Advisor Representative working at Spearhead Administrative Services, LLC in Greenville, DE and has over 14 years of experience in the finance industry. David 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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Professional Designations
Company Name Location Dates Years
The Leaders Group, Inc. Littleton, CO Jun 2022 - Current 1
Spearhead Administrative Services, LLC Miami, FL May 2022 - Current 1
Spearhead Capital Advisors, LLC Miami, FL Aug 2016 - Dec 2022 6
Spearhead Capital, LLC Miami, FL Jun 2013 - Jun 2022 9
Spearhead Capital Advisors, LLC Wellington, FL Jul 2013 - Aug 2016 3
On The Course Tee Times, Inc. Naples, FL Nov 2012 - Oct 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2010
Contact Info for David C. Reynolds
Phone Number: 855-615-5318
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    567
    MILLIONS
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $2,997,682
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

DE, FL, MA, NJ, PA

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