AdFi
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Douglas Gray Bambeck

Investment Adviser Representative at REA WEALTH MANAGEMENT

New Philadelphia, OHCRD #3119298Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
37 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 37 states
AlabamaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaFloridaGeorgiaIdahoIllinoisIndianaKansasKentuckyLouisianaMarylandMassachusettsMichiganMissouriMontanaNevadaNew JerseyNew YorkNorth CarolinaOhioOklahomaOregonPennsylvaniaSouth CarolinaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/16/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 10/2/1998
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/28/1998
Series 24
General Securities Principal Examination
Passed 9/7/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
PPS Select - First $250,0000.25%
PPS Select - Next $250,0000.20%
PPS Select - Next $500,0000.15%
PPS Select - Above $1,000,0000.10%
Source

REA Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COMMONWEALTH FINANCIAL NETWORKCurrent
3/26/2001New Philadelphia, OH
REA WEALTH MANAGEMENTCurrent
1/1/2000New Philadelphia, OH

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Douglas Gray Bambeck 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.

Douglas Gray Bambeck - Financial Advisor in New Philadelphia, OH | AdvisorFinder