Michael Reed Barclay
Investment adviser representative at Truist Advisory Services, Inc.
30 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Michael Reed Barclay? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Truist Advisory Services, Inc.Sep 2022 to now
- Truist Investment Services Inc.Sep 2022 to now
- Evershore FinancialAug 2021 to Jul 2022
- Minnesota Life Insurance CompanyAug 2021 to Jul 2022
- Securian Financial ServicesAug 2021 to Jul 2022
- UnemployedJul 2021 to Nov 2021
- City of Winter SpringsOct 1996 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
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
- 7422940
- Firm CRD
- 283390