AdFi
MR

Mark Reinstein

Investment Adviser Representative at INNOVATIVE FAMILY OFFICE LLC

Greenville, SCCRD #1486887Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
40 yrs
States Registered
1 states
Exams Passed
10

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
South Carolina
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/19/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 5/30/1986
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 72
Government Securities Representative Examination
Passed 1/2/2023
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/17/1986
Series 28
Introducing Broker/Dealer Financial Operations Principal Examination
Passed 6/8/2010
Series 4
Registered Options Principal Examination
Passed 7/9/2002
Series 24
General Securities Principal Examination
Passed 12/10/1996

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Account minimum: $1,100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Innovative Family Office LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INNOVATIVE FAMILY OFFICE LLCCurrent
4/19/2024Greenville, SC
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.Current
6/14/2023Greenville, SC
PREMIUM 72 CAPITAL
1/20/20216/14/2023Greenville, SC
SANDLAPPER WEALTH MANAGEMENT, LLC
11/16/200412/31/2020Greenville, SC

Official records & sources

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

Other advisors at INNOVATIVE FAMILY OFFICE LLC

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View INNOVATIVE FAMILY OFFICE LLC firm profile
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. 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.

Mark Reinstein - Financial Advisor in Greenville, SC | AdvisorFinder