S.L. Reed & Company

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
40744
Registered since
July 27, 2026

Firm profile

FINTRX

Overview

S.L. Reed & Company is organized as a corporation and appears in SEC records with a registration year of 2026. Public-facing profile fields classify the firm as "Unclassified" and list ownership as a combination of a domestic entity and an individual. The snapshot indicates the firm is not categorized as a capital allocator and does not identify as an active ESG investor. It is also not flagged as a multi-state adviser, pension consultant, or a related adviser. The firm has provided very limited public detail about its business lines, fee arrangements, client segments, or advisory activities. The available information is a high-level compliance snapshot rather than an operational description.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • David Brant

    David Brant

    FinOpCRD 2718478

  • Jeremy Johnson

    Jeremy Johnson

    Director of ComplianceCRD 2205695

  • Joseph Robillard

    Joseph Robillard

    Investment Advisor RepresentativeCRD 5865733

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11111 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth