Invested Better
Unclaimed

Unclaimed

Unclaimed

Jill Ann Reiter

First Manhattan Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jill? Claim Your Profile

About Jill Ann Reiter

Jill Reiter is a financial professional with over 20 years of experience in the investment industry. Jill has held positions at various firms, including Oppenheimerfunds Distributor, Inc., Thrivent Investment Management Inc., and American Express Financial Advisors Inc. Jill's current role is at First Manhattan Co. LLC where she is a registered representative. Jill has a diverse background, including experience working with high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, and charitable organizations. Jill holds a number of industry designations including the Chartered Financial Analyst designation.

Firm Information

Jill Reiter is currently registered with First Manhattan Co. LLC. First Manhattan Co. LLC is an investment advisor based in NEW YORK, NY. With over $31 billion in regulatory assets under management, they offer financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, investment companies, charitable organizations, pooled investment vehicles, pension and profit sharing plans, and insurance companies. They participate in wrap fee programs.
First Manhattan Co. LLC

399 PARK AVENUE

NEW YORK, NY 10022

$31.83B

Assets Under Management

Not reported

Total Clients

45

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.

check

financial planning services

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

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jill Reiter’s Registration & Firm History

NY

02/16/2023 - Present

First Manhattan Co. LLC (NEW YORK NY)

NY

06/23/2003 - 04/02/2007

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

MN

11/21/2002 - 05/12/2003

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

03/21/1998 - 02/28/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/21/1998 - 02/28/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Jill Ann Reiter is right for you?

Licenses & Designations

BC

Issued 10/15/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2023

Series 24 - General Securities Principal Examination

BC

Issued 11/16/2020

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/06/2020

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/27/2020

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jill Ann Reiter.
Not sure if Jill Ann Reiter is right for you?