Mark Reinstein
Investment Adviser Representative at Innovative Family Office LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mark Reinstein is an investment adviser representative in Greenville, SC, currently registered with Innovative Private Wealth Management Inc. and Innovative Family Office LLC. They have worked in the securities industry since 1986 and have been registered with 4 firms, including Premium 72 Capital and Sandlapper Wealth Management, LLC. They have passed 10 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in South Carolina and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- South Carolina, 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.
- Sandlapper Securities, LLCJun 2014 – May 2019Greenville, SC
- Sandlapper Wealth Management, LLCJan 2015 – Dec 2020Greenville, SC
- Cabot Lodge Securities LLCMay 2019 – Dec 2021New York, NY
- Premium 72 CapitalJan 2021 – Jun 2023Houston, TX
- Innovative Private Wealth Management Inc.Jun 2023 – no end date reportedGreenville, SC
- Dempsey Lord Smith, LLCJun 2022 – Apr 2023Greenville, SC
- Innovative Family Office LLCApr 2024 – Aug 2026Greenville, SC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Innovative Family Office LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,100,000
- Estimated blended rate
- 0.015
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Greenville, SC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Reinstein 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched