Red Reef Advisors LLC
Red Reef Advisors LLC (CRD# 174748) is a financial advisory firm headquartered in Boca Raton, FL. They manage $5,000,000 in 41 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$121,951
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Michael Troy (CRD# 5480064) is an Investment Advisor Representative working at Red Reef Advisors LLC in Durham, NC and has over 3 years of experience in the finance industry.
Jesse Cordoba (CRD# 2320561) is an Investment Advisor Representative working at Red Reef Advisors LLC in Boca Raton, FL and has over 23 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.