Charles Reagle has been an investment adviser representative at Grey Ledge Advisors since November 2019, and is not listed among the firm’s executive officers or direct owners.
Grey Ledge Advisors, LLC is a Guilford, CT firm with $616M under management, 887 clients and 4 advisers in one office, as of its March 2026 filing.
Charles Reagle’s longest registration is the current one, 6 years at Grey Ledge Advisors since 2019. Before joining Grey Ledge Advisors in 2019, Charles Reagle was registered through Diastole Wealth Management.
- Grey Ledge Advisors, LLCCurrent– present · 6 yearsGuilford, CT · Adviser representative · Firm CRD 124867
- Diastole Wealth Management– · 2 yearsGuilford, CT · Adviser representative · Firm CRD 111604
Investment adviser representative registrations
Charles Reagle is registered as an investment adviser representative in Connecticut, since November 2019.
- ConnecticutSince 26 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 April 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Charles Edward Reagle
- CRD
- 6779245
- Firm
- Grey Ledge Advisors · CRD 124867
- Office
- ONE PARK STREET, Guilford, CT 06437
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Reagle work?
Charles Reagle is an investment adviser representative registered through Grey Ledge Advisors, LLC since November 2019, and is not listed among the firm’s executive officers or direct owners.
Is Charles Reagle a financial advisor?
Yes. Charles Reagle has a current investment-adviser registration in Connecticut, through Grey Ledge Advisors since November 2019.
How many years of experience does Charles Reagle have?
Charles Reagle has 9 years in the financial industry, since May 2017, across 2 adviser firms.
What exams has Charles Reagle passed?
Charles Reagle passed the Series 65 in April 2017.
Where did Charles Reagle work before Grey Ledge Advisors?
Before Grey Ledge Advisors, Charles Reagle was registered through Diastole Wealth Management, April 2017 to November 2019.
Where is Charles Reagle based?
Charles Reagle’s registered office is in Guilford, CT.
Is Charles Reagle registered with FINRA?
No. Charles Reagle has no current broker registration.
How can I verify Charles Reagle’s record?
Search CRD 6779245 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Reagle’s full registration record.