Shanna Joelle Reed
Investment adviser representative at Maridea Wealth Management
11 yearsExperience
1 stateRegistered in
$2BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Maridea Wealth Management LLCAug 2025 to now
- Maridea Insurance Company, LLCAug 2025 to now
- Cambridge Investment Research Advisors, Inc.Apr 2015 to Aug 2025
- Cambridge Investment Research, Inc.Apr 2015 to Aug 2025
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Maridea Wealth Management
Legal name: Maridea Wealth Management LLC
$2BAssets managed
2,100Clients
38Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4734752
- Firm CRD
- 325523