Simon Reeves

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About Simon Reeves

Simon brings 25 years of investment experience to his role as Founder and Chief Executive Officer of TideRock Financial. He specializes in advising high-net worth individuals and families to help them achieve their long-term investment goals, including estate and heritage planning.

As a former trader on the floor of the American Stock Exchange, Simon utilizes his unique investment insight to create globally diversified, tax-efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, accountants and attorneys.

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General Information

Firm Start Year

CRD#

2835991

Name of Custodial Firm

TD Ameritrade, Charles Schwab

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management

Firm Information

Assets Managed by Advisor

$250000

Compensation and Fees

Compensation Methods

Based on Assets

Education

B.A -

University of Michigan
-

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886654/paladinregistry-TideRock-Financial-LLC-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

TideRock Financial LLC