Michael
Reid

Confidence Wealth Management, LLC

CRD#6533418
Investment Advisor
in Henderson, NV

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About this Advisor

Michael Reid is a financial advisor based in Henderson, Nevada, working with Confidence Wealth Management, LLC. Michael has previously held positions at Cantor Fitzgerald & Co, Northeastern University, Janney Montgomery Scott, Santander Bank, State Street Bank & Trust, Guardian Life Insurance Company, Park Avenue Securities, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc, H&H Retirement Design And Management Inc, and Confidence Wealth Management. Michael has passed the Series 63 regulatory exam and is registered to provide services in Alabama and Nevada. Currently, Michael is part of Confidence Wealth Management, LLC, which operates out of Henderson, Nevada. The firm has 3 offices and 23 employees. The firm manages assets totaling $267.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Confidence Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

170 S Green Valley Pkwy Suite 300
Henderson, NV 89012

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Confidence Wealth Management, LLC Brokerage Details

Total Assets Under Management

$267,130,014

NV Average: $664,206,839
Total Number of Employees

23

NV Average: 10
Total Number of Accounts

1,820

NV Average: 1,698
Average Account Size

$146,775

NV Average: $391,170

Investment Advisory Services

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

Michael Reid Work History

2024 - Present (0 year)

H&H Retirement Design And Management Inc

2024 - Present (0 year)

Confidence Wealth Management

2021 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2021 - Present (3 years)

Cambridge Investment Research, Inc

2020 - 2021 (1 year)

Guardian Life Insurance Company

2020 - 2021 (1 year)

Park Avenue Securities

2015 - 2020 (5 years)

Cantor Fitzgerald & Co

2015 - 2015 (< 1 year)

Janney Montgomery Scott

2015 - 2015 (< 1 year)

Santander Bank

2013 - 2015 (2 years)

State Street Bank & Trust

2012 - 2014 (2 years)

Northeastern University

Disclosures

Please visit the SEC profile of Michael Reid 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 Confidence Wealth Management, LLC

Yim Ming Ng
Henderson, NV
James Egerstrom
Torrance, CA
Joseph Patneaude
Palm Harbor, FL
Sergio Torres
Henderson, NV
Michael Reid
Henderson, NV
Silvia Chi
Henderson, NV
Christopher Krug
Robinsville, NJ
Daniel Tafoya
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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