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Gary Michael Wilson

HARDY REED
Oxford, MS
·CRD# 7350184·5 years experience

Professional Summary

Gary Michael Wilson is a registered financial advisor currently at HARDY REED, LLC located in Oxford, Mississippi. Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gary has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

HARDY REED, LLC·CRD# 141024
RIA
300a Enterprise Dr, Oxford, MS 38655
August 4, 2025 - Present
ALPS DISTRIBUTORS, INC.·CRD# 16853
BD
Denver, CO
May 26, 2021 - July 2, 2024
VULCAN VALUE PARTNERS LLC·CRD# 151190
RIA
Birmingham, AL
March 15, 2021 - July 29, 2024

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Current Firm

HR
HARDY REED, LLC

COMMODORE INVESTMENT COMPANY, INC. | HARDY REED, LLC | HARDY REED FRUGE CAPITAL ADVISORS, LLC | HARDY REED CAPITAL ADVISORS, LLC | HARDY REED | COMMODORE INVESTMENT COMPANY, LLC

CRD#: 141024 / SEC#: 801-66976
RIA
Registered Investment Advisory firm - SEC (7/5/2006 Approved)

Contact Information

Main Address

101 S. Front Street, Tupelo, MS 38804

Mailing Address

P.o. Box 437, Tupelo, MS 38802-0437

Phone Number

(662) 823-4722

# of Employees

18

SEC notice filing (10 States and Territories)

Registered to provide investment advisory services in 10 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HARDY REED FORM ADV PART 2A BROCHURE (9/4/2026)

Regulatory Assets Under Management

Total Number of Accounts

997

AUM (Assets Under Management)

$2,890,705,950

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Magnolia By the Sea, LLC; Not Investment-Related; 12 Village Road, Gloucester, MA 01930; Vacation Rental Property; Member; December 12, 2024 LLC Start date; approximately 3 hour/month - none during trading hours; handle inquiries, reservations and questions online.

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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".
HR
HARDY REED, LLC

COMMODORE INVESTMENT COMPANY, INC. | HARDY REED, LLC | HARDY REED FRUGE CAPITAL ADVISORS, LLC | HARDY REED CAPITAL ADVISORS, LLC | HARDY REED | COMMODORE INVESTMENT COMPANY, LLC

CRD#: 141024 / SEC#: 801-66976
RIA
Registered Investment Advisory firm - SEC (7/5/2006 Approved)

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.
IAR
Mississippi
(8/4/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2021About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed May 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed May 2021About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Gary Michael Wilson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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