Jean Reinoso (CRD# 5396551) is an Investment Advisor Representative working at Castleton Partners, LLC in Clermont, NY and has 1 year of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Castleton Partners LLC | Clermont, NY | Oct 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- FL
- NY
- TX
-
Total Assets Under Management148MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$5,687,544
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, NY, TX
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