Collin Wayne Reed
Financial advisor at Private Advisor Group, LLC · Morristown, NJ
Last updated 2026-10-10
Claim your profileCollin Wayne Reed is a financial advisor at Private Advisor Group, LLC in Morristown, NJ, CRD 7516076. Licenses and exams on the registration: Series 65. IAPD registration began 2022-03-04.
Registration
- CRD number
- 7516076
- Registration status
- Active
- IAPD registration
- 2022-03-04
- Industry Experience
- 4 years
- Work Experience
- 10 years
- States registered
- TN, TX
Licenses and exams
- Series 65
Work history
- 2022-03 to 2024-04 · Rfg Advisory, LLC Dba Stones River Wealth Management · Woodbury, TN
- 2020-09 to 2024-04 · Kittrell Volunteer Fire Department · Woodbury, TN
- 2018-01 to 2023-03 · Potter's Ace Hardware · Woodbury, TN
- 2020-08 to 2023-05 · Middle Tennessee State University · Murfreesboro, TN
- 2016-08 to 2020-05 · Cannon County High School · Woodbury, TN
- 2024-04 to Present · Private Advisor Group, LLC · Morristown, NJ
Current employment
- Private Advisor Group, LLC · Morristown, NJ
Private Advisor Group, LLC
- Regulatory AUM
- $57,703,120,793
- Registered advisors
- 927
- Offices
- 702
- Clients per advisor
- 183.6 (High)
- Average AUM per client
- $339K (Low)
- High-net-worth client ratio
- 16.3% (Moderate)
Private Advisor Group, LLC: advisors, services and reported ETF investments
About
Collin Wayne Reed is a financial advisor at Private Advisor Group, LLC in Morristown, NJ. Reported securities licenses include Series 65. The latest record indicates 4 years of industry experience and 10 years of reported work history. Reported roles include Rfg Advisory, LLC Dba Stones River Wealth Management, Kittrell Volunteer Fire Department, Middle Tennessee State University, Potter's Ace Hardware, among others.
SEC disclosures list additional business and community activities: 1: Mr; Reed uses stones river wealth management as the name of the business under which he provides investment advice through private advisor group, llc.
Private Advisor Group, LLC's firm-level Form ADV reports 927 advisors across 702 offices; approximately 183.6 clients per advisor, average assets per client of $339,019, and regulatory AUM of $57.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $15.1B across 1,086 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Collin Wayne Reed personally.
Reported ETF positions
Private Advisor Group reports 1,086 ETF positions worth $15.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $523.5M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $427.5M |
| SPY — SPDR S&P 500 ETF TRUST | $412.6M |
| QQQ — Invesco QQQ Trust, Series 1 | $368.4M |
| QQQM — Invesco NASDAQ 100 ETF | $333.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Private Advisor Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $288.7M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $80.7M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $19.8M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $54.1M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Private Advisor Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Pension Consultant
- Real Estate Broker or Dealer
Location
305 Madison Avenue, Morristown, NJ 07960
927 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Collin Wayne Reed?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.