Chad Wayne Reed
Investment Adviser Representative at AWH Financial, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chad Wayne Reed is an investment adviser representative with AWH Financial, LLC in Bala Cynwyd, PA, where they have been registered since 2024. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Multi-financial Securities Corporation and LPL Financial Corporation. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Livins LAW FIRMAug 2005 – no end date reportedBedford, TX
- Multi-financial Securities CorporationMar 2010 – no end date reportedDenver, CO
- Livens & Reed, PLLCJan 2006 – no end date reportedBedford, TX
- AWH Financial, LLCApr 2024 – no end date reportedBala Cynwyd, PA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About AWH Financial, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Not disclosed
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 29
- Main office:
- Bala Cynwyd, PA
- SEC file number:
- 801-128902
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 11, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad Wayne Reed has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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