Michelle Marie Reid

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2016 → Present
  Cetera Advisors Llc
  Denver, CO
• 09/2006 → 10/2016
  Investors Capital Corp
  Lynnfield, MA
• 09/2016 → Present
  Lecacy Wealth Management
  Woburn, MA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-09-18 → 2016-10-03
  Investors Capital Corp.
  Lynnfield, MA
  Woburn, MA
  Woburn, MA
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
• 2004-10-20 → 2006-09-21
  Banc Of America Investment Services, Inc.
  Wakefield, MA
  Lynn, MA
  North Reading, MA
  Melrose, MA
  Reading, MA
  Wakefield, MA
• 2003-07-29 → 2004-10-20
  Quick & Reilly, Inc.
  Wakefield, MA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: DBA LEGACY WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/20016; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 HOURS; BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS; 3. NAME OF OTHER BUSINESS: NORTH READING UNION CONGREGATIONAL CHURCH; INVESTMENT RELATED: NO; ADDRESS: 148 HAVERHILL ST, NORTH READING, MA 01864; NATURE OF BUSINESS: CHURCH COMMITTEE; START DATE: 8/2023; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: VOTING COMMITTEE MEMBER OF PLANNED GIVING COMMITTEE - MEET 7 TIMES PER YEAR, REVIEW AND APPROVE EXPENDITURES FROM ENDOWMENT FUND TO THE CHURCH; 4. NAME OF OTHER BUSINESS: THE CHRIS THOMAS MEMORIAL FUND INC.; INVESTMENT RELATED: NO; ADDRESS: 26 ORCHARD DR, NORTH READING, MA 01864; NATURE OF BUSINESS: BOARD; START DATE: 8/2023; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: ARRANGE EVENTS INCLUDING SECURING SPACE & MARKETING; 5. NAME OF OTHER BUSINESS: TOWN OF NORTH READING VETERANS EVENTS COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 235 NORTH STREET, NORTH READING, MA 01864; NATURE OF BUSINESS: BOARD; START DATE: 9/2025; POSITION/TITLE/RELATIONSHIP: ASSOCIATE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: CREATING, PLANNING AND EXECUTING PROGRAMS FOR VETERANS IN THE COMMUNITY. FUNDRAISING FOR VETERANS PROGRAMS;

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-09
• S63 Uniform Securities Agent State Law Examination
  1995-03-21

Other Names

• Michelle Thomas
• Michelle Marie Thomas