Michael Daniel Reid
Investment adviser representative at Drive Wealth Advisers
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Drive Wealth AdvisersJan 2021 to now
- Magellan Capital LLCJul 2018 to Dec 2020
- M Holdings Securities, Inc.Feb 2016 to Jun 2019
- Links ConsultingMay 2012 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
Drive Wealth Advisers
Legal name: Drive Wealth Management, LLC
$1.5BAssets managed
1,112Clients
17Advisers
8 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
- 6268535
- Firm CRD
- 174728