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MARK E. REICH, CPA, CFP

CRD 129854

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10 EAST 39TH STREET, 12TH FLOOR, NEW YORK, NY, 10016, United States

Phone

212-253-0370

Fax

877-570-6329

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps; 37 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

All web addresses on file

Official SEC filing: View on IAPD