MR
Michael Reid
CONFIDENCE WEALTH MANAGEMENT
Prattville, AL
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CRD#: 6533418
MR
Professional summary
Michael Reid, who also goes by Michael Edward Reid, is a registered financial advisor currently at CONFIDENCE WEALTH MANAGEMENT, INC. located in Prattville, Alabama.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 6 firms and has passed the Series 63, SIE, Series 86, Series 87 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Edward Reid
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.
1) MICHAEL REID, 4 RIVERHURST RD, APT 527, BILLERICA, MA, 10/2021, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MO, 5 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO, 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3) PRO COLLEGE CONSULTING, 1976 CHANCELLOR RIDGE RD, PRATTVILLE, AL, 08/2023, 1099 CONTRACTOR, COLLEGE PLANNING, NIR, 8 HR/MO, 8 HR/MO TRADING. 4) MICHAEL REID CPA, 1976 CHANCELLOR RIDGE RD, PRATTVILLE AL 36066, 12/2023, CPA, NIR, 8HR/MO, 8HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Michael Reid'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®
NoneExperience
Current
June 4, 2024 - Present
CONFIDENCE WEALTH MANAGEMENT, INC.
RIA
CRD#: 127383
Prattville, AL
Past
April 11, 2024 - May 31, 2024
ONE WEALTH MAP, LLC
RIA
CRD#: 171750
Prattville, AL
Past
October 25, 2021 - April 8, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Prattville, AL
Past
October 20, 2021 - April 8, 2024
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Prattville, AL
Past
March 2, 2021 - October 4, 2021
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
NEEDHAM, MA
Past
October 6, 2020 - October 4, 2021
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
NEEDHAM, MA
Past
February 16, 2016 - October 15, 2018
CANTOR FITZGERALD & CO.
BD
CRD#: 134
BOSTON, MA
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".
CW
CONFIDENCE WEALTH MANAGEMENT, INC.
CONFIDENCE WEALTH MANAGEMENT, INC. | PLJ ADVISORS LLC | PLJ ADVISORS | PARSON LATIMER & JUDGE, LLC. | PARSON LATIMER & JUDGE LLC | PARSON LATIMER & JUDGE | NATIONAL RETIREMENT COUNSELORS | NATIONAL RETIREMENT COUNSELING | CONFIDENCE WEALTH MANAGEMENT, LLC
CRD#: 127383 / SEC#: 801-122368
RIA
Registered Investment Advisory firm - (9/27/2021 Approved)California
Registered Investment Advisory firm - (1/16/2022 Terminated)Nevada
Registered Investment Advisory firm - (1/17/2022 Terminated)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
Alabama(6/4/2024)
IAR
Nevada(6/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CONFIDENCE WEALTH MANAGEMENT, INC.
CONFIDENCE WEALTH MANAGEMENT, INC. | PLJ ADVISORS LLC | PLJ ADVISORS | PARSON LATIMER & JUDGE, LLC. | PARSON LATIMER & JUDGE LLC | PARSON LATIMER & JUDGE | NATIONAL RETIREMENT COUNSELORS | NATIONAL RETIREMENT COUNSELING | CONFIDENCE WEALTH MANAGEMENT, LLC
CRD#: 127383 / SEC#: 801-122368
RIA
Registered Investment Advisory firm - (9/27/2021 Approved)California
Registered Investment Advisory firm - (1/16/2022 Terminated)Nevada
Registered Investment Advisory firm - (1/17/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024
Mailing Address
Phone number
(310) 824-1000
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,843 |
| AUM (Assets Under Management) | $ 344,241,463 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
