Robert William Reid

Employer firm

Retirement Solutions Investments, Inc. CRD 171199

$57.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• THIRD PARTY ASSET MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → 08/2019
  Fidelity Brokerage Services, Llc
  American Fork, UT
• 06/2016 → 05/2019
  Utah Valley University
  Orem, UT
• 08/2019 → 12/2019
  Fidelity Investments
  American Fork, UT
• 12/2019 → 08/2021
  Remax Results (Brick & Beam Group)
  Saratoga Springs, UT
• 05/2020 → Present
  Moon Wake Wealth Management Llc
  Saratoga Springs, UT
• 09/2021 → Present
  Retirement Solutions Investments, Inc.
  Provo, UT

Previous Registrations

• 2021-01-12 → 2021-09-30
  Moon Wake Wealth Management Llc
  Saratoga Springs, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-26
• S63 Uniform Securities Agent State Law Examination
  2019-01-11

Other Names

• Robert William Reid
• Robby William Reid
• Robert Reid