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RED REEF ADVISORS LLC

BOCA RATON, FL · CRD 174748 · IAPD ↗ · redreefadvisors.com · 561-400-3285

$135.0MRegulatory AUM
3Advisory reps
3Employees
3Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — RED REEF ADVISORS LLC notice-filed in NY, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — RED REEF ADVISORS LLC now reports custody of client assets ($1.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
June 2025 — RED REEF ADVISORS LLC (BOCA RATON, FL) is newly SEC-registered with $125.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.