William G. Reed

GOLDEN REED WEALTH MANAGEMENT

OCALA, FL 34471

CRD#: 7973567

Some features on this profile are disabled

Professional summary

William Garrison Reed is a registered financial advisor currently at GOLDEN REED WEALTH MANAGEMENT, LLC located in Ocala, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. William has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 William Garrison Reed'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®

None

Experience

Current

March 17, 2026 - Present

GOLDEN REED WEALTH MANAGEMENT, LLC

Office #1: 1294 Se 24th Rd., Ocala, FL 34471

RIA

CRD#: 340673

OCALA, FL

Past

August 21, 2024 - January 23, 2026

CANOPY 360 WEALTH, LLC

RIA

CRD#: 296771

OCALA, FL

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
(3/17/2026)

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: 7/19/2024

Uniform Investment Adviser Law Examination

Current Firm

GOLDEN REED WEALTH MANAGEMENT, LLC

CRD#: 340673 / SEC#:

Florida

Registered Investment Advisory firm - (3/17/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Ocala, FL

Mailing Address

Phone number

(716) 622-0116

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Michael Conlon

WEALTH ADVISORS GROUP, LLC

IAR

CORALVILLE, IA

Christopher Carreon

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Avery Marsh

PFS INVESTMENTS INC.

TROY, MI

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William G. Reed

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Garrison Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDEN REED WEALTH MANAGEMENT, LLC

CANOPY 360 WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2024

Current Firm

GOLDEN REED WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

GOLDEN REED WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors