Michael
Reed
Nardis Advisors LLC
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About this Advisor
Michael Reed is a financial advisor operating out of Waterford, Michigan, with 1 year of relevant experience. Reed is on the advisory team at Nardis Advisors LLC. During their career, Reed has held roles 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. Reed maintains a Series 65 license, qualifying them as an investment advisor representative, and can work in Michigan and Texas. Nardis Advisors LLC is a financial advisory company that has its headquarters in Scarsdale, NY. The firm has offices in four locations and just five financial advisors. It manages $111 million in total assets across its 299 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 299 client accounts, 51% are associated with high-net-worth individuals who have at least $1 million in assets. Nardis Advisors LLC offers a number of services, including portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely depend on which service is offered. Fees charged by Nardis Advisors LLC likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nardis Advisors LLC Brokerage Details
$111,208,921
5
299
$371,936
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Michael Reed Work History
Michael has been registered as a financial advisor for 1 years.*
Nardis Advisors LLC
Fisher Investments
Personal Capital Advisors
Mainstay Capital Management. LLC
Antonelli Financial Advisor
Portfolio Solutions, LLC
Baron Wealth Management, LLC
Ljpr, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Scarsdale, NY
Scarsdale, NY
Waterford, MI
Scarsdale, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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