MR
MR

Michael Reid

13 Years of Experience
Bellefontaine, OH
Broker

Michael Reid is a registered investment advisor at Cetera Investment Advisers LLC, based in Bellefontaine, OH, with 13 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3749 County Rd 55, Bellefontaine, OH, 43311

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is a CPA, President and Owner of Reid Mohler Staten, Inc (DBA RMS, Inc), a tax and accounting firm, dedicating nearly full-time hours to it. He is also a registered representative for RMS Wealth Management, spending a few hours per week, and a member of three farm LLCs, spending minimal time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
May 2014 - Present · 12 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
May 2014 - March 2024 · 9 yrs 10 mos
Multi-Financial Securities Corporation
October 2010 - August 2012 · 1 yr 10 mos
Multi-Financial Securities CorporationBroker
August 2010 - August 2012 · 2 yrs
State Registrations2 states
FLOH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.