Red Reef Advisors LLC

Red Reef Advisors LLC (CRD# 174748) is a financial advisory firm headquartered in Boca Raton, FL. They manage $20,102,000 in 132 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $152,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC

Financial Advisors at Red Reef Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Bonnie L. O'quinn
CRD#: 3199111
Nc Biotechnology Center 15 Tw Alexander Drive, Suite 317, Durham, NC 27709
96
Wealthminder
score

Bonnie O'quinn (CRD# 3199111) is an Investment Advisor Representative working at Red Reef Advisors LLC in Durham, NC and has over 12 years of experience in the finance industry. Bonnie O'quinn 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.

2
Denis Kalenja
CRD#: 3128533
Boca Raton, FL
93
Wealthminder
score

Denis Kalenja (CRD# 3128533) is an Investment Advisor Representative working at Red Reef Advisors LLC in Boca Raton, FL and has over 19 years of experience in the finance industry.

3
Michael C. Troy
CRD#: 5480064
Nc Biotechnology Center, 15 Tw Alexander Dr., Suite 217, Durham, NC 27709
93
Wealthminder
score

Michael Troy (CRD# 5480064) is an Investment Advisor Representative working at Red Reef Advisors LLC in Durham, NC and has over 5 years of experience in the finance industry.

4
Meihua Chen
CRD#: 6795202
Nc Biotech Center, 15 Tw Alexander Drive, Suite 319, Durham, NC 27703
87
Wealthminder
score

Meihua Chen (CRD# 6795202) is an Investment Advisor Representative working at Red Reef Advisors LLC in Durham, NC and has 1 year of experience in the finance industry.

5
Jesse Cordoba
CRD#: 2320561
Boca Raton, FL
86
Wealthminder
score

Jesse Cordoba (CRD# 2320561) is an Investment Advisor Representative working at Red Reef Advisors LLC in Boca Raton, FL and has over 24 years of experience in the finance industry. Jesse Cordoba 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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