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Michael Reid

Confidence Wealth Management, LLC

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About Michael Reid

Michael Reid is an investment advisor representative registered with Confidence Wealth Management, LLC. Michael is experienced in the financial services industry. Michael has passed the Series 63, Series 7, Series 86 and Series 87 exams. Michael offers financial planning, portfolio management for individuals and selection of other advisors services.

Firm Information

Michael Reid is currently registered with Confidence Wealth Management, LLC. Confidence Wealth Management, LLC is an investment advisor registered with the SEC and located in Henderson, NV. The firm manages approximately $267 million in assets for individuals and pension and profit-sharing plans. They offer financial planning, pension consulting, and portfolio management services.
Confidence Wealth Management, LLC

170 S GREEN VALLEY PKWY

HENDERSON, NV 89012

$267.13M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Reid’s Registration & Firm History

NV

06/05/2024 - Present

Confidence Wealth Management, LLC (HENDERSON NV)

AL

10/20/2021 - 04/08/2024

CAMBRIDGE INVESTMENT RESEARCH, INC. (Prattville AL)

MA

10/06/2020 - 10/04/2021

PARK AVENUE SECURITIES LLC (NEEDHAM MA)

MA

02/16/2016 - 10/15/2018

CANTOR FITZGERALD & CO. (BOSTON MA)

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Licenses & Designations

BC

Issued 12/03/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2016

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 03/10/2016

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/16/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Reid.
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