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Arvette Reid

5 Years of Experience

Arvette Reid is a registered investment advisor at Seia, based in Tyson's Corner, VA, with 5 years of industry experience. Arvette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,772 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
8,772 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$18.7B

Fee Structure

Minimum Investment:$250K

SEIA offers several investment management programs. Fees are calculated as a percentage of your portfolio's value, including cash, interest, and dividends. The exact fee is negotiated based on your situation, the complexity of your plan, and the types of investments. Fees can be a single rate, tiered, or breakpoint. Fees are paid quarterly. SEIA also uses third-party money managers, who bill clients directly.

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Location

1650 Tyson's Bl., Suite 1575, Tyson's Corner, VA, 22102

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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

Arvette is a Client Services Director at SEIA LLC, a registered investment advisor, since 2017. This role involves RIA sales and service and takes up a full-time commitment.

Employment History
Current Registrations
Seia
September 2020 - Present · 5 yrs 7 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.