Adviser and broker representative · Cruz Investments & Wealth Management
Reynaldo Cruz
CRD 1998247 · Aurora, IL
At a glance
Reynaldo Cruz is an investment adviser representative with Cruz Investments & Wealth Management in Aurora, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Reynaldo’s SEC record dates to 1997, about 28 years ago. Reynaldo is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Cruz Investments & Wealth ManagementSince June 2012Aurora, IL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1997 (28 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Reynaldo’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.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Cruz Investments & Wealth Management
- Christian CruzAurora
- Daniel C. DeboerAurora
- Colin StaubAurora
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