Managing Member, President and Chief Compliance Officer · Crossgate Wealth Advisors, LLC
John D. Rea
CRD 1394178 · Named on Form ADV at one SEC-registered adviser
At a glance
Crossgate Wealth Advisors, LLC, an SEC-registered wealth manager based in Newtown, PA with $272 million in regulatory assets, lists John D. Rea on its Form ADV as Managing Member, President and Chief Compliance Officer, a control person.
Firms and roles
- Crossgate Wealth Advisors, LLCManaging Member, President and Chief Compliance OfficerWealth manager · Newtown, PA · $272M in regulatory assets
AtlasMembers
John’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- 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.
Colleagues named on the same filings
- Barbara ReaMember, Vice President, Secretary and Treasurer, Crossgate Wealth Advisors, LLC
- Nickolaus C. von DohlenMember, Crossgate Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.