Meeshan Antonio Reid
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCMar 2024 to now
- Commonwealth Financial NetworkOct 2023 to Dec 2023
- Widmann Financial ServicesOct 2023 to Dec 2023
- Morgan StanleyJan 2023 to Oct 2023
- E*trade Capital Management LLCJul 2018 to Sep 2023
- E*trade Securities LLCJul 2018 to Sep 2023
- Capital One Advisors, LLCJun 2017 to Jul 2018
- Capital One Investing, LLCJun 2017 to Jul 2018
- MassmutualOct 2016 to Jun 2017
- MML Investors ServicesOct 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (GA, MD).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 6206524
- Firm CRD
- 6363