Michael D. Reed

NARDIS ADVISORS LLC

WATERFORD, MI

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CRD#: 5906688

Professional summary

Michael David Reed is a registered financial advisor currently at NARDIS ADVISORS LLC located in Waterford, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Michael has worked at 7 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Reed'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®

None

Experience

Current

August 17, 2022 - Present

NARDIS ADVISORS LLC

RIA

CRD#: 151517

WATERFORD, MI

Past

November 12, 2021 - August 9, 2022

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

August 20, 2020 - November 1, 2021

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

Dallas, TX

Past

April 18, 2018 - July 31, 2020

MAINSTAY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 109528

GRAND BLANC, MI

Past

March 30, 2016 - January 31, 2017

LIBERTY WEALTH ADVISORS, LLC

RIA

CRD#: 107774

Troy, MI

Past

November 19, 2015 - December 15, 2015

BARON WEALTH MANAGEMENT, LLC

RIA

CRD#: 153117

TROY, MI

Past

May 26, 2011 - November 24, 2015

LJPR FINANCIAL ADVISORS

RIA

CRD#: 105895

TROY, MI

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".

NARDIS ADVISORS LLC

CRD#: 151517 / SEC#: 801-106867

RIA

Registered Investment Advisory firm - (11/5/2015 Approved)

New York

Registered Investment Advisory firm - (11/10/2015 Terminated)

Texas

Registered Investment Advisory firm - (11/10/2015 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

Michigan
(11/4/2022)

IAR

Texas
(8/17/2022)

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: 5/25/2011

Uniform Investment Adviser Law Examination

Current Firm

NARDIS ADVISORS LLC

CRD#: 151517 / SEC#: 801-106867

RIA

Registered Investment Advisory firm - (11/5/2015 Approved)

New York

Registered Investment Advisory firm - (11/10/2015 Terminated)

Texas

Registered Investment Advisory firm - (11/10/2015 Terminated)

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Contact information

Main Address

Zichron Yaakov

Mailing Address

2 Overhill Road Suite 400, Scarsdale, NY 10583

Phone number

(914) 997-0403

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NARDIS ADVISORS PART 2A BROCHURE (9/4/2025)

Regulatory assets under management

Total Number of Accounts	338
AUM (Assets Under Management)	$ 140,627,668

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 D. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

NARDIS ADVISORS LLC

FISHER INVESTMENTS

PERSONAL CAPITAL ADVISORS CORPORATION

MAINSTAY CAPITAL MANAGEMENT, LLC

LIBERTY WEALTH ADVISORS, LLC

BARON WEALTH MANAGEMENT, LLC

LJPR FINANCIAL ADVISORS

Primary Firm SEC Registration

NARDIS ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/25/2011

Current Firm

NARDIS ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NARDIS ADVISORS LLC

TRUST BUT VERIFY

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