Randall Reed has been an investment adviser representative at Collaborative Wealth Management since January 2019, and is not listed among the firm’s executive officers or direct owners.
Collaborative Wealth Management, Inc. is a Lake Mary, FL firm with $653M under management, 937 clients and 9 advisers across 4 offices, as of its March 2026 filing.
Randall Reed’s longest registration was 10 years at Invest Financial Corporation (2007–2018). Before joining Collaborative Wealth Management in 2019, Randall Reed was registered through LPL Financial LLC and Invest Financial Corporation.
- Collaborative WealthCurrent– present · 7 yearsStuart, FL · Adviser representative · Firm CRD 142106
- LPL Financial LLC– · 1 yearFort Mill, SC · Adviser representative · Firm CRD 6413
- Invest Financial Corporation– · 10 yearsBoca Raton, FL · Adviser representative · Firm CRD 12984
- Treasure Coast Financial Services– · 2 yearsStuart, FL · Adviser representative · Firm CRD 119885
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 January 2005 |
| Series 7 | General Securities Representative Examination | 29 December 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Randall Howard Reed
- CRD
- 3152155
- Firm
- Collaborative Wealth Management · CRD 142106
- Office
- 1805 S Kanner Highway, Stuart, FL 34994
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Randall Reed work?
Randall Reed is an investment adviser representative registered through Collaborative Wealth Management, Inc. since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Randall Reed a financial advisor?
Yes. Randall Reed has a current investment-adviser registration, through Collaborative Wealth Management since January 2019.
How many years of experience does Randall Reed have?
Randall Reed has 27 years in the financial industry, since August 1999, across 4 adviser firms.
What exams has Randall Reed passed?
Randall Reed has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 1998. FINRA credited Randall Reed with the SIE, which began in October 2018.
Where did Randall Reed work before Collaborative Wealth Management?
Before Collaborative Wealth Management, Randall Reed was registered through Invest Financial Corporation, July 2007 to February 2018; Treasure Coast Financial Services, March 2005 to December 2007.
Where is Randall Reed based?
Randall Reed’s registered office is in Stuart, FL.
Is Randall Reed registered with FINRA?
Yes. Randall Reed has a current broker registration, under CRD 3152155.
Source: FINRA BrokerCheck
How can I verify Randall Reed’s record?
Search CRD 3152155 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Randall Reed’s full registration record.
