Keller Reid
Director/Board Member at BLACKBOXSTOCKS INC.
Net worth: 33 588 $ as of 29/04/2024
Profile
Mr. Charles K.
Reid is a Director of Trading & Technology at Ackerman Capital Advisors LLC.
He Joined the firm in 2014.
He joined the firm from Apex Clearing where he was Vice President, Head of Execution Sales and Strategy.
Previous positions at Apex (via acquisition of Penson) include Head of Execution Services and Trading, and Chief Operating Officer of Penson Execution Services.
While at Penson, he invented an electronic routing algorithm that was granted a patent by the United States Patent and Trade Mark Office in 2011.
He is a former Director of the Dallas Security Traders Association.
He is a graduate of the Security Industry institute at The Wharton School.
He holds a B.S.
in Social and Decision Sciences from Carnegie Mellon University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
BLACKBOXSTOCKS INC.
0.39% | 27/03/2024 | 12,627 ( 0.39% ) | 33 588 $ | 29/04/2024 |
Keller Reid active positions
| Companies | Position | Start |
|---|---|---|
| BLACKBOXSTOCKS INC. | Director/Board Member | 30/01/2023 |
Ackerman Capital Advisors LLC
 Ackerman Capital Advisors LLC Investment ManagersFinance Ackerman Capital Advisors LLC, dba Ackerman Capital Management (ACM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was co-founded by Kirk C. Dizon in 2002 as the successor firm to previous entities originally established in 1969. ACM engages in the management of investment portfolios in separate accounts for high-net-worth individuals and families, family offices and organizations. | Trading-Equity | 30/11/2014 |
| Dallas Security Traders Association | Director/Board Member | - |
Former positions of Keller Reid
| Companies | Position | End |
|---|---|---|
Apex Clearing Corp.
 Apex Clearing Corp. Regional BanksFinance Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX. | Corporate Officer/Principal | - |
Dallas Investment Management, Inc.
 Dallas Investment Management, Inc. Investment ManagersFinance Founded in 1969, Ackerman Capital Advisors LLC is a registered investment advisor located in Dallas, Texas. | Trading-Equity | - |
Training of Keller Reid
| Carnegie Mellon University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| BLACKBOXSTOCKS INC. | Technology Services |
| Private companies | 4 |
|---|---|
Dallas Investment Management, Inc.
Dallas Investment Management, Inc. Investment ManagersFinance Founded in 1969, Ackerman Capital Advisors LLC is a registered investment advisor located in Dallas, Texas. | Finance |
| Dallas Security Traders Association | |
Apex Clearing Corp.
Apex Clearing Corp. Regional BanksFinance Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX. | Finance |
Ackerman Capital Advisors LLC
Ackerman Capital Advisors LLC Investment ManagersFinance Ackerman Capital Advisors LLC, dba Ackerman Capital Management (ACM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was co-founded by Kirk C. Dizon in 2002 as the successor firm to previous entities originally established in 1969. ACM engages in the management of investment portfolios in separate accounts for high-net-worth individuals and families, family offices and organizations. | Finance |
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