Michael David Reed
Investment adviser representative at Nardis Advisors LLC
10 yearsExperience
2 statesRegistered in
$183MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Nardis Advisors LLCAug 2022 to now
- Fisher InvestmentsNov 2021 to Aug 2022
- Personal Capital AdvisorsAug 2020 to Nov 2021
- Mainstay Capital Management. LLCApr 2018 to Jul 2020
- UnemployedDec 2017 to Mar 2018
- Antonelli Financial AdvisorJan 2017 to Nov 2017
- Portfolio Solutions, LLCFeb 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Nardis Advisors LLC
$183MAssets managed
153Clients
4Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5906688
- Firm CRD
- 151517