Michael Reeder
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Reeder, who also goes by Michael K Reeder, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2012. Michael had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 3, 2022 - February 27, 2023
CF FINANCIAL
February 11, 2021 - August 29, 2022
TITLEIST CAPITAL, LLC
February 3, 2012 - September 5, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 4, 2012 - September 5, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CF FINANCIAL
CRD#: 311964 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 185 |
| AUM (Assets Under Management) | $ 49,373,247 |
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.
