Michael D. Rhea

CAYSIDE PARTNERS

Jupiter, FL 33469

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CRD#: 6356314

Professional summary

Michael Douglas Rhea is a registered financial advisor currently at CAYSIDE PARTNERS located in Jupiter, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Douglas Rhea'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

May 20, 2026 - Present

CAYSIDE PARTNERS

Office #1: 364 Cypress Drive Suite 202, Jupiter, FL 33469

RIA

CRD#: 306090

Jupiter, FL

Past

May 22, 2017 - June 13, 2022

MORGAN STANLEY

RIA

CRD#: 149777

New York, NY

Past

February 16, 2017 - June 13, 2022

MORGAN STANLEY

CRD#: 149777

New York, NY

Past

May 5, 2015 - July 19, 2016

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

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".

CAYSIDE PARTNERS

CAYSIDE PARTNERS | STRUNK INVESTMENT COMPANY, LLC | STRUNK INVESTMENT COMPANY | CAYSIDE PARTNERS, LLC

CRD#: 306090 / SEC#: 801-129905

RIA

Registered Investment Advisory firm - (4/29/2024 Approved)

Florida

Registered Investment Advisory firm - (4/30/2024 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

Florida
(5/20/2026)

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: 5/22/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/21/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/4/2015

General Securities Representative Examination

Current Firm

CAYSIDE PARTNERS

CAYSIDE PARTNERS | STRUNK INVESTMENT COMPANY, LLC | STRUNK INVESTMENT COMPANY | CAYSIDE PARTNERS, LLC

CRD#: 306090 / SEC#: 801-129905

RIA

Registered Investment Advisory firm - (4/29/2024 Approved)

Florida

Registered Investment Advisory firm - (4/30/2024 Terminated)

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Contact information

Main Address

364 Cypress Drive Suite 202, Jupiter, FL 33469

Mailing Address

Phone number

(561) 768-9621

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

CAYSIDE PARTNERS, LLC ADV 2A BROCHURE (2/3/2026)

Regulatory assets under management

Total Number of Accounts	140
AUM (Assets Under Management)	$ 353,000,257

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. Rhea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Douglas Rhea's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

OPPENHEIMER & CO. INC.

Primary Firm SEC Registration

CAYSIDE PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/22/2017

Series 63

Date: 9/21/2015

SIE

Date: 10/1/2018

Series 7

Date: 5/4/2015

Current Firm

CAYSIDE PARTNERS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAYSIDE PARTNERS

TRUST BUT VERIFY

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