Calvin Michael Reid
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2025 to now
- Charles Schwab & Co., Inc.Jun 2023 to Apr 2025
- Detail 806Sep 2022 to May 2023
- UnemployedAug 2022 to Sep 2022
- Park Cities Power WashMay 2022 to Aug 2022
- The Rawls Golf CourseJan 2022 to May 2022
- Nathaniel's Lawn and LandscapeOct 2020 to Oct 2021
- Torchy's TacosFeb 2020 to Mar 2020
- Reid Pressure WashingJun 2019 to Feb 2021
- Onmishield Pest Control/the Shield Co ManagementMay 2019 to May 2019
- Texas Tech UniversityAug 2018 to Dec 2023
- Vector MarketingJul 2018 to Aug 2018
- Top GolfMay 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7735731
- Firm CRD
- 7691