Michael C. Troy

RED REEF ADVISORS

Chapel Hill, NC 27517

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CRD#: 5480064

Professional summary

Michael Clark Troy JR., CFP®, who also goes by Clark Troy, Michael C Troy, is a registered financial advisor currently at RED REEF ADVISORS LLC located in Chapel Hill, North Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clark Troy | Michael C Troy

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Clark Troy JR.'s CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

June 7, 2016 - Present

RED REEF ADVISORS LLC

Office #1: 101 Glen Lennox Dr. Ste 300, Chapel Hill, NC 27517

RIA

CRD#: 174748

Chapel Hill, NC

Past

June 19, 2014 - June 7, 2016

DAVIS WEALTH MANAGEMENT

RIA

CRD#: 150441

DURHAM, NC

Past

February 27, 2013 - August 26, 2013

BULL CITY ADVISORS, LLC

RIA

CRD#: 162049

DURHAM, NC

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".

RED REEF ADVISORS LLC

CRD#: 174748 / SEC#: 801-132745

RIA

Registered Investment Advisory firm - (5/13/2025 Approved)

Florida

Registered Investment Advisory firm - (7/16/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (6/23/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/24/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Carolina
(6/7/2016)

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: 2/26/2013

Uniform Investment Adviser Law Examination

Current Firm

RED REEF ADVISORS LLC

CRD#: 174748 / SEC#: 801-132745

RIA

Registered Investment Advisory firm - (5/13/2025 Approved)

Florida

Registered Investment Advisory firm - (7/16/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (6/23/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/24/2025 Terminated)

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Contact information

Main Address

150 E Palmetto Park Rd Ste 800, Boca Raton, FL 33432

Mailing Address

7050 W Palmetto Park Rd Ste 15-431, Boca Raton, FL 33433

Phone number

(561) 400-3285

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A+2B RED REEF ADVISORS LLC (6/17/2025)

Regulatory assets under management

Total Number of Accounts	319
AUM (Assets Under Management)	$ 125,493,916

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 C. Troy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Clark Troy JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

RED REEF ADVISORS LLC

DAVIS WEALTH MANAGEMENT

BULL CITY ADVISORS, LLC

Primary Firm SEC Registration

RED REEF ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/2013

Current Firm

RED REEF ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RED REEF ADVISORS LLC

TRUST BUT VERIFY

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