Our Story

Ted Reid’s career began in 1986 as a young trainee at Morgan Stanley. As he worked to overcoming challenges with building his business, he stumbled upon a niche, while rooming with a recently injured NFL player. As Ted received a firsthand education on financial challenges athletes face, he was inspired to aid this population in their financial literacy. 30 years later he has acquired a deep understanding of managing wealth, the sports & entertainment industries and how to help people use money to accomplish their goals. The Reid Group has 3 advisors and 2 CSAs sharing 60 years & 55 years (respectively) of combined experience, which drives home our wealth of knowledge. Whether its Chris’s 20 years as an institutional trader or Barbara’s time spent working with seniors, we are prepared to help with all of your financial concerns.
Services Include
  • 401(k) Rollovers
  • Alternative Investments1
  • Endowments and Foundations2
  • Financial Planning3
  • Lending Products
  • Philanthropic Services
  • Retirement Planning4
  • Structured Products5
  • Wealth Management6
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working with You

The Reid Group believes helping you achieve financial success is our first priority. We can aid in the defining and the implementation of your goals by delivering a vast array of resources in a manner most appropriate for your investment style and objectives. We view retirement planning as more than simply providing our clients with investment advice. We see it as helping them maintain their financial independence and striving to ensure they have the means to pursue what's most important to them. As members of the Morgan Stanley Global Sports & Entertainment division we’re given advanced education & resources to address the career and financial complexities of veteran and emerging talent. Our access to premier programming, division support and specialized consultants allows us to deliver a custom experience to our clients.

Community Involvement

  • Music Cares- NYC and Philly Speaker
  • Philadelphia Film Office Speaker
  • Rhythm & Blues Foundation
  • Dedication 2 Community: (St. John’s Univ., Seton Hall Univ. & Springfield Technical Community College)
  • “What It Takes” Program, Philadelphia
  • Urban Youth Racing School, Philadelphia
  • National Multiple Sclerosis Foundation
  • World Wildlife Fund
  • Food Bank of South Jersey
  • Alina Lodge: Little Hill Foundation

Location

303 Lippincott Dr
Ste 300
Marlton, NJ 08053
US
Direct:
(856) 489-2423(856) 489-2423
Toll-Free:
(888) 338-6396(888) 338-6396

Meet Reid Group

About Me

Octavius T. (Ted) Reid, III is a Senior Vice President and Wealth Advisor with Morgan Stanley. Over the past 30 years, he has developed an area of focus, working with clients in the sports and entertainment industry. As a Morgan Stanley Global Sports and Entertainment Director, provides financial management services and helps guide many professionals through what can be an incredibly difficult space.
He’s been featured in many prominent periodicals, including Billboard, New Jersey Business and USA Today, where he was referred to as "Broker to the stars, athletes and their lawyers".  He has also been on several television and radio shows, including CNBC and CNN.  He serves on the Board of the Rhythm and Blues Foundation and is a lifetime active member of Omega Psi Phi Fraternity, Inc.  In 2002 he was inducted into the Black Entertainment and Sports Lawyers Association's Hall of Fame for his impact on the organization.  He is on the Board of Governors of the National Academy of Recording Arts & Sciences.
He has been a guest speaker for the National Basketball Association and National Football League Players Association, where he is a Registered NFL Player Financial Advisor.
He received his BA in Economics from Rutgers University and began his career with Morgan Stanley in 1986.  He has also earned his Certified Investment Management Analyst Certification granted by the Investment Management Consultants Association, through the Wharton School of the University of Pennsylvania.
Securities Agent: TX, NJ, NC, WA, VA, UT, TN, SC, PA, OH, NY, NV, NH, MS, MO, MN, MI, MD, LA, IN, IL, GA, FL, DE, DC, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1265162

About Me

Earl Crockett is a Financial Advisor who focuses on holistic financial planning.

Earl began his investment career at Delaware Investments in 2007, where he provided support in the operations department. He proceeded to work in wealth management with Merrill Lynch in banking services and at UBS in their separately managed accounts group. After graduating from Howard University in 2010, Earl joined Morgan Stanley and in his first two years worked in the retirement, private banking and alternative investments areas.

In preparation for his current role, Earl worked with a number of Morgan Stanley Financial Advisors throughout New Jersey to prepare financial plans for their clients. On a daily basis, he works closely with clients to assist them in financial planning and management in effort to help them meet their financial goals.

Earl graduated Magna Cum Laude from Howard University with Bachelor's degree in Finance.
Securities Agent: NJ, WA, VA, TX, TN, SC, PA, OH, NY, NV, NH, NC, MS, MO, MI, MD, LA, IN, IL, GA, FL, DE, DC, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1255311
From Our Team

Reid Group: Everything You Need to Know


Investment and Market Perspectives

On the Markets

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
Why Do Pro Athletes Go Broke?

Why Do Pro Athletes Go Broke?

Our new Ideas podcast examines the strange phenomenon of athletes and bankruptcy… and how to change the game.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

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Morgan Stanley and Justin Rose: A Winning Team

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Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Ready to start a conversation? Contact Reid Group today.
Market Information Delayed 20 Minutes
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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