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RIA / WealthAdvisor15 years in industry

MICHAEL DAVID REED

Advisor at NARDIS ADVISORS LLC

ZICHRON YAAKOV | WATERFORD, MI

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Search this name across graphsid dfx:ria:95f3f54b-e3bd-c6d1-e9ba-9fcf6cf122a0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 26, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NARDIS ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 25, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65
First exam: May 25, 2011
First registration: May 26, 2011
Dual registered: no
IAPD individual key: 5906688

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NARDIS ADVISORS LLC	Independent wealth	Aug 17, 2022	n/a	yes	ZICHRON YAAKOV\|WATERFORD, MI	Current employment
FISHER INVESTMENTS	Independent wealth	Nov 12, 2021	Aug 9, 2022	no	PLANO, TX\|PLANO, TX	Previous registration
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Aug 20, 2020	Nov 1, 2021	no	Dallas, TX	Previous registration
MAINSTAY CAPITAL MANAGEMENT, LLC	Independent wealth	Apr 18, 2018	Jul 31, 2020	no	GRAND BLANC, MI	Previous registration
LIBERTY WEALTH ADVISORS, LLC	Former SEC adviser	Mar 30, 2016	Jan 31, 2017	no	Troy, MI	Previous registration
BARON WEALTH MANAGEMENT, LLC	Independent wealth	Nov 19, 2015	Dec 15, 2015	no	TROY, MI	Previous registration
LJPR FINANCIAL ADVISORS	Former SEC adviser	May 26, 2011	Nov 24, 2015	no	TROY, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FISHER INVESTMENTS	NARDIS ADVISORS LLC	Aug 9, 2022	Aug 17, 2022	8	Firm change	RIA to RIA
PERSONAL CAPITAL ADVISORS CORPORATION	FISHER INVESTMENTS	Nov 1, 2021	Nov 12, 2021	11	Firm change	RIA to RIA
MAINSTAY CAPITAL MANAGEMENT, LLC	PERSONAL CAPITAL ADVISORS CORPORATION	Jul 31, 2020	Aug 20, 2020	20	Firm change	RIA to RIA
LIBERTY WEALTH ADVISORS, LLC	MAINSTAY CAPITAL MANAGEMENT, LLC	Jan 31, 2017	Apr 18, 2018	442	Firm change after gap	Other
BARON WEALTH MANAGEMENT, LLC	LIBERTY WEALTH ADVISORS, LLC	Dec 15, 2015	Mar 30, 2016	106	Firm change	Other
LJPR FINANCIAL ADVISORS	BARON WEALTH MANAGEMENT, LLC	Nov 24, 2015	Nov 19, 2015	-5	Firm change	Other

Relationships

Registered with (7)

→ NARDIS ADVISORS LLCRegistered adviserregistration: current employment
Aug 17, 2022 to presentfactForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Nov 12, 2021 to Aug 9, 2022factForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Aug 20, 2020 to Nov 1, 2021factForm ADV
→ MAINSTAY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 18, 2018 to Jul 31, 2020factForm ADV
→ LIBERTY WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 30, 2016 to Jan 31, 2017factForm ADV
→ BARON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 19, 2015 to Dec 15, 2015factForm ADV
→ LJPR FINANCIAL ADVISORSRegistered adviserregistration: previous registration
May 26, 2011 to Nov 24, 2015factForm ADV

Dated events

Occurred
Aug 9, 2022
Advisor changed firm
Michael David Reed left Fisher Investments for Nardis Advisors Llc (registered 2022-08-17)
Form ADVobserved 4 days ago