Andrew Reina, financial advisor Wilmington DE
93 score

Andrew Reina

CRD Number: 5609736
Current Firm: Coastal Investment Advisors

Andrew Reina (CRD# 5609736) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Coastal Investment Advisors, Inc (dba Veritas Wealth Management) Wilmington, DE Sep 2017 - Current < 1
Coastal Equities, Inc. Wilmington, DE Jul 2017 - Current < 1
Minnesota Life Insurance Company St. Paul, MN Mar 2011 - Current 7
Voya Financial Advisors Charleston, SC Sep 2014 - May 2017 2
Ing Financial Partners, Inc. Charleston, SC Feb 2013 - Sep 2014 1
Commonwealth Financial Group Daniel Island, SC Mar 2011 - Oct 2012 1
Securian Financial Services St. Paul, MN Mar 2011 - Oct 2012 1
Unemployed Charleston, SC Aug 2010 - Mar 2011 < 1
Nylife Securities LLC Charleston, SC May 2009 - Aug 2010 1
New York Life Insurance Charleston, SC Oct 2008 - Aug 2010 1
Unemployed Summerville, SC Aug 2008 - Oct 2008 < 1
Sears Amherst, NY Oct 2007 - Aug 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Andrew R. Reina
Phone Number: 888-657-5200
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    282
    MILLIONS
  • Total Number of Accounts
    2,245
    ACCOUNTS
  • Average Account Value
    $125,734
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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