Charles Reiling Email and Phone Number
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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.
Robinhood
View- Website:
- robinhood.com
- Employees:
- 4145
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Director And Associate General CounselRobinhoodPhiladelphia, Pa, Us -
Chief Legal OfficerTradepmr Apr 2024 - PresentGainesville, Florida, Us -
Chief Risk OfficerTradepmr Apr 2023 - May 2024Gainesville, Florida, UsTradePMR is a custodial services and technology provider for registered investment advisors. For more than two decades, TradePMR has worked with growth-minded independent registered investment advisers (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors' operations through comprehensive custodial, operational, and trading support. -
President & CeoCoastalone Nov 2014 - Feb 2023Wilmington, De, UsCoastalOne is an RIA/BD platform focused on serving the unique needs of financial professionals who are searching for concierge-level services to help grow their practice. For over 30 years, CoastalOne has had a collaborative culture specialized on providing our financial professionals with dedicated support, integrated technology, and a deep understanding of the complex regulatory framework in which we operate to deliver the support they need in order to offer premium service and personalized financial guidance to their clients.CoastalOne is the platform used by our advisors to serve their clients. We work everyday to be the firm of choice for independent advisors and their clients. Our Mission is to equip independent financial professionals with the resources, support and technology they need to grow their practices and deliver outstanding value to their clients.CoastalOne is located in Wilmington, DE, and includes Coastal Equities, Inc. (CEI), a FINRA registered independent broker-dealer; Coastal Investment Advisors, Inc. (CIA), a SEC Registered Investment Advisor; 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.Learn more at http://www.coastal-one.com -
General Counsel & Chief Financial OfficerCoastalone Mar 2008 - Nov 2014Wilmington, De, UsGeneral Counsel for Wilmington, Delaware based Broker/Dealer and Registered Investment Adviser -
Managing DirectorBd/Ia Compliance Solutions, Llc Jan 2013 - Nov 2014Regulatory and compliance consulting to the financial services industry, with a particular emphasis on broker/dealers and registered investment advisers -
PartnerSkinner & Reiling Pc Nov 2011 - Nov 2014South Jersey based law firm. Areas of practice include Business & Commercial Law, Business & Commercial Litigation, Construction Law, Insurance Law, Creditors' Rights, Bankruptcy, Securities Practice, Estate Planning & Administration and Personal Injury
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Cfo & General CounselAssouline & Roth, Gourmet & Specialty Foods Jul 2006 - Jul 2009
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Managing DirectorRadnor Wealth Management, A Division Of Radnor Trust Company Apr 2007 - Jun 2008
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President And Chief Executive OfficerInatrust, Fsb Jan 2004 - Apr 2006
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Vice PresidentSuntrust Bank Nov 1999 - Jan 2004Charlotte, Nc, Us -
Managing DirectorRiggs Bank 1997 - 1999Us -
Financial ConsultantMerrill Lynch 1996 - 1997New York, Ny, Us
Charles Reiling Skills
Charles Reiling Education Details
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Widener University Schools Of LawLaw -
La Salle UniversityPolitical Science -
Archbishop Ryan High SchoolHigh School Diploma
Frequently Asked Questions about Charles Reiling
What company does Charles Reiling work for?
Charles Reiling works for Robinhood
What is Charles Reiling's role at the current company?
Charles Reiling's current role is Director and Associate General Counsel.
What is Charles Reiling's email address?
Charles Reiling's email address is ch****@****een.com
What is Charles Reiling's direct phone number?
Charles Reiling's direct phone number is +185698*****
What schools did Charles Reiling attend?
Charles Reiling attended Widener University Schools Of Law, La Salle University, Archbishop Ryan High School.
What skills is Charles Reiling known for?
Charles Reiling has skills like Securities, Estate Planning, Finance, Mergers And Acquisitions, Bankruptcy, Commercial Litigation, Portfolio Management, Equities, Private Equity, Securities Regulation, Corporate Law, Corporate Governance.
Who are Charles Reiling's colleagues?
Charles Reiling's colleagues are Michelle Kerns, Jing Xie, Narmada Aligeti, Patrick Jacob Samar, Luis P., Tara Montgomery, Peter Tamburo.
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