Wayne Reid, financial advisor Atlanta GA

Wayne Reid

CRD Number: 3103262
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wayne Reid (CRD# 3103262) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Atlanta, GA Jul 2018 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta, GA May 2018 - Current 3
Reid Investments Jv Atlanta, GA Jan 2006 - May 2018 12
Irongate Capital, LLC Alpharetta, GA Apr 2001 - Feb 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Mar 1999
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Wayne D. Reid
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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