President, Director · MMA Asset Management LLC
Craig J Reid
CRD 6280558 · Named on Form ADV at 3 SEC-registered advisers
At a glance
MMA Asset Management LLC, an SEC-registered asset manager based in Conshohocken, PA with $788 million in regulatory assets, lists Craig J Reid on its Form ADV as President, Director, a control person. The SEC filings also name Craig at 2 other registered advisers.
Firms and roles
- MMA Asset Management LLCPresident, DirectorAsset manager · Conshohocken, PA · $788M in regulatory assets
- MMA Securities LLCPresident, DirectorBroker-dealer firm · New York, NY · $0M in regulatory assets
- Tribridge Partners Financial LLCChief Executive OfficerAsset manager · Columbia, MD · $1.6B in regulatory assets
AtlasMembers
Craig’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Craig’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Kimberly Lynn BlackmoreFinancial and Operations Principal, Director, MMA Asset Management LLC
- Judith Ann WeinstockChief Compliance Officer, Chief Counsel, and Director, MMA Asset Management LLC
- Brian Edward BartkusSenior Supervisory Principal, MMA Securities LLC
- Ashleigh C. SwayzeChief Compliance Officer, Tribridge Partners Financial LLC
- Dan EhlySenior Vice President, Tribridge Partners Financial LLC
1 more person named with Craig on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.