PPrivate Fund Data Log in Join · $37/mo

John David Rea

Managing Member, President And Chief Compliance OfficerCrossgate Wealth Advisors, LLCCRD 1394178

About John David Rea

John David Rea is listed as Managing Member, President And Chief Compliance Officer at Crossgate Wealth Advisors, LLC in Newtown, PA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Crossgate Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does John David Rea work?

John David Rea is listed as Managing Member, President And Chief Compliance Officer at Crossgate Wealth Advisors, LLC on SEC Form ADV.

How much of Crossgate Wealth Advisors, LLC does John David Rea own?

Form ADV reports a beneficial ownership band of 25-50%.

Crossgate Wealth Advisors, LLC

TitleManaging Member, President And Chief Compliance Officer
Ownership25-50%
Control personYes
Since2005
View Crossgate Wealth Advisors, LLC →