Oak & Reed Capital Management, LLC

Oak & Reed Capital Management, LLC (CRD# 158867) is a financial advisory firm headquartered in Brooklyn, NY. They manage $19,000,000 in 39 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
122 Ashland Place, Apt 16j, Brooklyn, NY 11201
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $487,179
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Oak & Reed Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ravi Malhotra, financial advisor Brooklyn NY
Ravi (. Malhotra
CRD#: 2857898
Brooklyn, NY

Ravi Malhotra (CRD# 2857898) is an Investment Advisor Representative working at Oak & Reed Capital Management, LLC in Brooklyn, NY and has over 20 years of experience in the finance industry.

2
Joshua Young, financial advisor Brooklyn NY
Joshua Young
CRD#: 5320533
122 Ashland Place, Apt 16j, Brooklyn, NY 11201

Joshua Young (CRD# 5320533) is an Investment Advisor Representative working at Oak & Reed Capital Management, LLC in Brooklyn, NY and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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