Michael E. Reed
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
CEDAR GROVE, IN
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CRD#: 4211958
Professional summary
Michael E Reed, who also goes by Michael Eugene Reed Jr, Michael Eugene Reed, Michael E Reed, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cedar Grove, Indiana and FIDELITY BROKERAGE SERVICES LLC located in Indianapolis, Indiana.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Biography
I believe that partnering with clients to create a comprehensive financial plan gives them peace of mind that they are in the best position to strive for financial success. A planning relationship should reviewed periodically to ensure clients are on track to meet their goals and objectives.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Eugene Reed Jr | Michael Eugene Reed | Michael E Reed
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael E Reed's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Indiana University
Bachelor of Science (BS) - Finance
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 8480 Keystone Crossing, Indianapolis, IN 46240-2437RIA
CRD#: 104555
CEDAR GROVE, IN
Current
July 22, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 8480 Keystone Crossing Blvd, Indianapolis, IN 46240BD
CRD#: 7784
Indianapolis, IN
Past
July 28, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
INDIANAPOLIS, IN
Past
October 5, 2009 - May 20, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Cincinnati, OH
Past
October 5, 2009 - May 20, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Cincinnati, OH
Past
July 9, 2003 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
RIA
CRD#: 5979
BLUE ASH, OH
Past
January 7, 2002 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
BLUE ASH, OH
Past
October 2, 2000 - July 5, 2001
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/20/2023)
RR
Colorado(9/9/2022)
RR
Connecticut(3/1/2024)
RR
Florida(7/26/2022)
RR
Georgia(7/22/2024)
RR
Illinois(7/26/2022)
RR
Indiana(7/22/2022)
IAR
Indiana(3/31/2025)
RR
Kentucky(7/26/2022)
RR
Maine(11/28/2022)
RR
Michigan(7/26/2022)
RR
Minnesota(5/30/2025)
RR
Missouri(7/19/2024)
RR
Nevada(1/27/2025)
RR
New Hampshire(1/24/2024)
RR
New Jersey(4/26/2023)
RR
Ohio(7/22/2022)
RR
Oregon(5/21/2024)
RR
South Carolina(3/1/2024)
RR
Tennessee(3/1/2024)
RR
Texas(2/20/2025)
IAR
Texas(3/31/2025)
RR
Washington(9/9/2022)
RR
Wisconsin(3/20/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Cedar Grove, INTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
