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Brandon Reid

Williams Jones Wealth Management, LLC

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About Brandon Reid

Brandon Reid is an Investment Advisor Representative with Williams Jones Wealth Management, LLC. Brandon has been in the financial industry since 1981. Brandon has a Series 63, 65 and 24 license. Brandon is a Chartered Financial Analyst and specializes in financial planning, portfolio management for individuals and businesses, as well as portfolio management for pooled investment vehicles. Brandon has been previously affiliated with Bessemer Investor Services, Inc.

Firm Information

Brandon Reid is currently registered with Williams Jones Wealth Management, LLC. Williams Jones Wealth Management, LLC is a wealth management firm headquartered in New York, NY. They provide a range of services including financial planning, portfolio management for businesses and individuals, and pooled investment vehicles. They also offer other services including credit and cash management solutions, and insurance solutions. The firm manages over $10 billion in assets for a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals. They are registered with the SEC and have a team of 19 investment adviser representatives.
Williams Jones Wealth Management, LLC

717 FIFTH AVENUE

NEW YORK, NY 10022

$10.57B

Assets Under Management

Not reported

Total Clients

19

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

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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Brandon Reid’s Registration & Firm History

FL

12/04/2022 - Present

Williams Jones Wealth Management, LLC (Palm Beach FL)

FL

06/04/2007 - 10/04/2019

BESSEMER INVESTOR SERVICES, INC. (PALM BEACH FL)

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Licenses & Designations

BC

Issued 11/24/2009

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/30/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2007

Series 7 - General Securities Representative Examination

BC

Issued 02/17/1993

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Reid.
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