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 with domestic and individual ownership components. The firm is shown as SEC-registered in 2026 and is classified as unclassified in the dataset. Several operational flags are negative: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not flagged as a related adviser. Disclosure in the source is limited. The dataset does not include descriptions of the firm's advisory activities, business lines, fee schedules, or client segments, so there is no public detail on how the firm positions its services or the strategies it markets to investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Jeremy Johnson

    Jeremy Johnson

    Director of ComplianceCRD 2205695

  • David Brant

    David Brant

    FinOpCRD 2718478

  • Joseph Robillard

    Joseph Robillard

    Investment Advisor RepresentativeCRD 5865733

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

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