CR
CR

Chloe Wynne Reed

17 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
2,790 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$12.1B

Fee Structure

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Location

1111 Brickell Ave, Suite 2180, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chloe is the CEO of Thepicurist, LLC, where she writes personal restaurant reviews, dedicating minimal time to this. She also works as an Investment Professional for NewEdge Wealth, LLC, serving ultra-high net worth individuals, which takes nearly full-time hours.

Employment History
Current Registrations
New Edge Wealth
January 2023 - Present · 3 yrs 1 mo
Newedge Securities, LLCBroker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
November 2008 - January 2023 · 14 yrs 2 mos
UBS Financial Services INC.Broker
September 2008 - January 2023 · 14 yrs 4 mos
State Registrations2 states
CTFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Chloe Wynne Reed - Financial Advisor | TrueAdvisor