Reed A Smith
Investment adviser representative at Emissary Wealth
11 yearsExperience
1 stateRegistered in
$185.1MFirm assets
5 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
Experience
11 years in the industry.
- Emissary WealthJun 2026 to now
- LPL Enterprise, LLCNov 2024 to Jun 2026
- The Prudential Insurance Company of AmericaApr 2024 to Nov 2024
- Pruco Securities LLCJul 2023 to Nov 2024
- Morgan StanleyJul 2022 to Aug 2022
- Fedex GroundMay 2020 to Aug 2021
- Lincoln University of PennsylvaniaAug 2019 to May 2023
- United Nations Federal Credit UnionJun 2018 to Aug 2018
- Benjamin N. Cardozo High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Emissary Wealth
Legal name: Emissary Wealth LLC
$185.1MAssets managed
230Clients
5Advisers
5 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
- 7587793
- Firm CRD
- 308002