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Andrew Robert Reina

Veritas Wealth Management LLC

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About Andrew Robert Reina

Andrew Reina is a financial advisor with Veritas Wealth Management LLC in Mt. Pleasant, SC. Andrew has been in the industry since 2009. He offers a variety of financial services, including portfolio management for individuals. Andrew is registered with the state of South Carolina as a Registered Representative (RR) and Investment Adviser Representative (IAR). He is also registered with FINRA. Andrew is a Series 6, 7, and 63 licensee and has passed the SIE and Series 65 exams. Andrew has previously worked at Coastal Equities, Inc., VOYA Financial Advisors, Inc., Securian Financial Services, Inc., and NYLIFE Securities LLC.

Firm Information

Andrew Reina is currently registered with Veritas Wealth Management LLC. Veritas Wealth Management LLC is an investment advisor with 3 licensed agents and 2 registered representatives. They have a total of 123 clients and manage $24,244,247 in assets, primarily for individuals and corporations. The firm offers portfolio management for individuals and does not participate in wrap fee programs.

$24.24M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Reina’s Registration & Firm History

SC

01/05/2019 - Present

Veritas Wealth Management LLC (Mt. Pleasant SC)

SC

07/24/2017 - 05/04/2018

COASTAL EQUITIES, INC. (Mt. Pleasant SC)

SC

02/26/2013 - 05/25/2017

VOYA FINANCIAL ADVISORS, INC. (MOUNT PLEASANT SC)

SC

03/10/2011 - 10/16/2012

SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)

SC

05/22/2009 - 09/03/2010

NYLIFE SECURITIES LLC (CHARLESTON SC)

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Licenses & Designations

IA

Issued 05/13/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2011

Series 7 - General Securities Representative Examination

BC

Issued 05/21/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Robert Reina.
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