Michelle Reid
Michelle Reid is a registered investment advisor at Cetera Investment Advisers LLC, based in Woburn, MA, with 31 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
100 Trade Center Ste 705, Woburn, MA, 01801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michelle sells fixed insurance products such as life, annuities, and long-term care, dedicating minimal time to this activity. She also operates under the DBA Legacy Wealth Management as a financial advisor, spending about a quarter of her time on securities business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Bankboston Investor Services, INC.Broker
Securities Service Network, INC.Broker
Fisco Equity, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.