Charles Reiling Email & Phone Number

Charles F. Reiling has over twenty-five years of experience in the financial services industry. He currently serves as Chief Legal Officer at TradePMR, a technology and custodial services provider for registered investment advisers (RIAs). He is a member of TradePMR’s leadership team and helps support the overall growth of the organization. As part of his role, Charles is tasked with exploring new ways to enhance the provider’s service and technology offerings to streamline advisor workflows and facilitate RIA success. Prior to joining TradePMR, he served as President and Chief Executive Officer of The Coastal Companies, including Coastal Equities, Inc., a FINRA registered broker-dealer; Coastal Investment Advisors, Inc., an SEC registered investment adviser; and Coastal Insurance Services, a division comprised of several insurance agencies providing access to a number of fixed and variable personal lines and business insurance. Before taking on his role as President, Charles served as Coastal’s Chief Legal Officer and Chief Financial Officer respectively. Collectively, the firm refers to these companies, and the technology platform on which they reside, as CoastalOne.Charles’s past professional experience also includes that as a partner with Skinner & Reiling, PC, a New Jersey headquartered law firm that had concentrated in securities law with a focus on representation of securities firms, investment advisory firms, and financial professionals including broker-dealer representatives, investment advisors, and financial planners. The firm also handled general commercial law, construction litigation, collection, and estate planning and administration. While there, Charles was also a Managing Director of BD/IA Compliance Solutions, LLC (“BDIA”), a financial services regulatory compliance consulting firm, at the time partially owned by Skinner & Reiling, PC. Charles also spent fifteen years intermittently in the private practice of law prior to the formation of Skinner & Reiling, PC.An entrepreneur, Charles formed, acquired and sold several companies in the financial and food industries after previously serving as President and CEO of a Delaware trust company. He began his financial services career with Merrill Lynch in 1996.Charles holds FINRA Series SIE, 4, 7, 24, 27, 63, 65, 66, and 79 licenses.In 1991, Mr. Reiling earned his BA in Political Science from LaSalle University in Philadelphia, PA. He earned his JD from Widener University School of Law in 1997. He is admitted to the bars in Maryland and Florida.

Listed skills include Securities, Estate Planning, Finance, Mergers And Acquisitions, and 12 others.