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Michael David Reed

Nardis Advisors LLC

Waterford, MI

Zichron Yaakov

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Current Employers
Nardis Advisors Llc

Zichron Yaakov • Israel

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
TX RA APPROVED 2022-08-17
  • MI RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-08-17

Branch Locations

Waterford, MI • United States

Zichron Yaakov • Israel

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portfolio Solutions, Llc Troy MI 02/2016 01/2017
Antonelli Financial Advisor Gross Pointe MI 01/2017 11/2017
Mainstay Capital Management. Llc Grand Blanc MI 04/2018 07/2020
Unemployed Waterford MI 12/2017 03/2018
Personal Capital Advisors Dallas TX 08/2020 11/2021
Fisher Investments Plano TX 11/2021 08/2022
Nardis Advisors Llc Zichron Yaakov 08/2022 Present
  • 02/2016 → 01/2017
    Portfolio Solutions, Llc
    Troy, MI
  • 01/2017 → 11/2017
    Antonelli Financial Advisor
    Gross Pointe, MI
  • 04/2018 → 07/2020
    Mainstay Capital Management. Llc
    Grand Blanc, MI
  • 12/2017 → 03/2018
    Unemployed
    Waterford, MI
  • 08/2020 → 11/2021
    Personal Capital Advisors
    Dallas, TX
  • 11/2021 → 08/2022
    Fisher Investments
    Plano, TX
  • 08/2022 → Present
    Nardis Advisors Llc
    Zichron Yaakov
Previous Registrations
  • 2021-11-12 → 2022-08-09
    Fisher Investments
    Plano, TX
    Plano, TX
  • 2020-08-20 → 2021-11-01
    Personal Capital Advisors Corporation
    Dallas, TX
  • 2018-04-18 → 2020-07-31
    Mainstay Capital Management, Llc
    Grand Blanc, MI
  • 2016-03-30 → 2017-01-31
    Liberty Wealth Advisors, Llc
    Troy, MI
  • 2015-11-19 → 2015-12-15
    Baron Wealth Management, Llc
    Troy, MI
  • 2011-05-26 → 2015-11-24
    Ljpr Financial Advisors
    Troy, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-25
  • S65 Uniform Investment Adviser Law Examination
    2011-05-25

View on SEC IAPD

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