MR
CFP
MR
CFP

Meeshan Reid

11 Years of Experience
Atlanta, GA
Broker

Meeshan Reid is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Atlanta, GA, with 11 years of industry experience. Meeshan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

7840 Roswell Rd, Ste 405, Atlanta, GA, 30350

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Meeshan owns a single-family real estate property in Hyattsville, MD, since April 2025. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Ameriprise Financial Services, LLC
March 2024 - Present · 2 yrs 2 mos
Ameriprise Financial Services, LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Widmann Financial Services
November 2023 - December 2023 · 1 mo
Commonwealth Financial Network
October 2023 - December 2023 · 2 mos
Commonwealth Financial NetworkBroker
October 2023 - December 2023 · 2 mos
Morgan Stanley
September 2023 - November 2023 · 2 mos
Morgan StanleyBroker
January 2023 - November 2023 · 10 mos
E*trade Capital Management, LLC
August 2018 - September 2023 · 5 yrs 1 mo
E*trade Securities LLCBroker
July 2018 - September 2023 · 5 yrs 2 mos
Capital One Investing, LLCBroker
June 2017 - July 2018 · 1 yr 1 mo
Capital One Advisors, LLC
June 2017 - July 2018 · 1 yr 1 mo
MML Investors Services, LLC
December 2016 - June 2017 · 6 mos
MML Investors Services, LLCBroker
October 2016 - June 2017 · 8 mos
Pinnacle Investments, LLCBroker
June 2014 - October 2016 · 2 yrs 4 mos
State Registrations8 states
FLGAMDNCNYPARIVA
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.
Meeshan Reid - Financial Advisor | TrueAdvisor