Brian Reynolds
Advisor at Capital Analysts
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Brian Reynolds is a financial advisor with Lincoln Investment in Riverhead, NY, holding a Series 63 designation and 13 years of industry experience. His prior work includes roles at Equity Services, Inc. and National Life. Outside of advising, he volunteers in marketing for the Peconic Hockey Foundation and operates a collectibles sales business as a sole proprietor. Lincoln Investment is an SEC-registered adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations, offering a blend of advisor-managed and programmatic investment solutions.
Client services
Based on Capital Analysts
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Capital Analysts
Tax-loss harvesting
Passive / index investing
Active portfolio management
ESG / Sustainable investing
Fee options
$0+: 1.55% maximum total annual fee for CAAMS Fidelity 403(b) Program (0.30% Capital Analysts management fee + 1.25% maximum Financial Advisor fee) $0+: Up to 1.25% maximum annual Financial Advisor Fee for Advisor Managed Programs $0+: Up to 1.25% maximum annual Financial Advisor Fee for Advisor Managed Model and Client Custom Portfolios (fee negotiable by individual Advisor)
Fee-only: Advisory fees based on a percentage of assets under management, negotiable up to maximums (e.g., 1.25% max for Financial Advisor Fee). No commissions.
Location
Riverhead, NY
Most active in
Brian R has reported serving >5 clients in these states in the last 12 months.
New York
Work history
Capital Analysts
2024 - Present (2 years)
Lincoln Investment
2024 - Present (2 years)
Equity Services, Inc.
2016 - 2024 (8 years)
National Life
2016 - 2024 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Daniel S
Series 65
Shirley, NY
Freemind Financial Advisory
Griffin S
Series 65
Westhampton, NY
FlexIncome Fund
Justin S
Series 63, Series 65
Southampton, NY
Palm Capital Group LLC
David D
Series 63, Series 65
Southold, NY
Clearview Financial Planning, Inc.
Steven K
Series 63, Series 65
Hampton Bays, NY
East End Wealth Management
Gilbert C
Series 63, Series 65
Riverhead, NY
Peconic Asset Planning
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