Michael H. Reynolds

MAVERICK PRIVATE WEALTH LLC

Bradenton, FL

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CRD#: 1549498

Professional summary

Michael Howard Reynolds is a registered financial advisor currently at MAVERICK PRIVATE WEALTH LLC located in Bradenton, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Michael has worked at 11 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Michael Reynolds holds Florida State Insurance License and may occasionally recommend Fixed Annuities as an income-generating option for clients. To ensure there is no conflict of interest, his recommendations are made solely in the best interest of the client, based on their financial needs and goals, rather than for personal gain. In the rare instance where a potential conflict of interest might arise, full transparency will be provided to the client, including a clear explanation of any benefits Michael may receive, allowing the client to make an informed decision. Additionally, Michael dedicates less than one hour per week to such recommendations, ensuring that his primary focus remains on objective financial guidance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Howard Reynolds's CRS (Customer Relationship Summary).

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

SARASOTA, FL

Past

August 21, 1998 - April 6, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

BRADENTON, FL

Past

August 18, 1998 - April 6, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

January 28, 1995 - August 25, 1998

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

June 3, 1994 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

Past

May 24, 1988 - June 9, 1994

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

June 3, 1987 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

Past

June 3, 1987 - May 11, 1988

MML INVESTORS SERVICES, LLC

CRD#: 10409

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/29/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/4/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/1/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/19/1987

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/2/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MAVERICK PRIVATE WEALTH LLC

BRIDGEHOUSE WEALTH ADVISORS LLC | MAVERICK PRIVATE WEALTH LLC | D3 WEALTH PARTNERS LLC

CRD#: 175105 / SEC#:

Florida

Registered Investment Advisory firm - (11/10/2025 Approved)

Texas

Registered Investment Advisory firm - (4/21/2015 Approved)

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Contact information

Main Address

Frisco, TX

Mailing Address

2591 Dallas Parkway Suite 300, Frisco, TX 75034

Phone number

(469) 430-2534

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 6,593,497

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael H. Reynolds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Howard Reynolds's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEDGEO CAPITAL ADVISORS, LLC

FIRST SARASOTA CAPITAL ADVISORS, LLC

WELLSPRING WEALTH MANAGEMENT, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

KIDDER, PEABODY & CO. INCORPORATED

FIRST UNION CAPITAL MARKETS CORP.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2019

Series 66

Date: 5/4/2005

Series 63

Date: 7/1/1987

Series 7

Date: 12/19/1987

Series 6

Date: 6/2/1987

Current Firm

MAVERICK PRIVATE WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAVERICK PRIVATE WEALTH LLC

TRUST BUT VERIFY

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