Michael
Reed

Nardis Advisors LLC

CRD#5906688
Investment Advisor
in Waterford, MI

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About this Advisor

Michael Reed is a financial advisor based in Waterford, Michigan, working with Nardis Advisors LLC. Michael has previously held positions at Ljpr, LLC, Baron Wealth Management, LLC, Portfolio Solutions, LLC, Antonelli Financial Advisor, Mainstay Capital Management, LLC, Personal Capital Advisors, Fisher Investments, and Nardis Advisors LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Michael is part of Nardis Advisors LLC, which operates out of Waterford, Michigan. The firm has 4 offices and 5 employees. The firm manages assets totaling $126.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nardis Advisors LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Waterford, MI

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Nardis Advisors LLC Brokerage Details

Total Assets Under Management

$126,063,168

MI Average: $7,464,549,021
Total Number of Employees

5

MI Average: 88
Total Number of Accounts

320

MI Average: 3,892
Average Account Size

$393,947

MI Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Michael Reed Work History

2022 - Present (2 years)

Nardis Advisors LLC

2021 - 2022 (1 year)

Fisher Investments

2020 - 2021 (1 year)

Personal Capital Advisors

2018 - 2020 (2 years)

Mainstay Capital Management. LLC

2017 - 2017 (< 1 year)

Antonelli Financial Advisor

2016 - 2017 (1 year)

Portfolio Solutions, LLC

2015 - 2015 (< 1 year)

Baron Wealth Management, LLC

2011 - 2015 (4 years)

Ljpr, LLC

Disclosures

Please visit the SEC profile of Michael Reed to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nardis Advisors LLC

Shiran Bolganim
Scarsdale, NY
Gail Wiesenfeld
Scarsdale, NY
Michael Reed
Waterford, MI
Norman Chait
Scarsdale, NY

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