Michael Reid has been Managing Member/CCO of Stonekeep Investments since September 2019, is a control person of the firm and directly owns between 50% and 75% of it. Michael Reid holds a B.A. in Economics with a minor in Finance from Vanderbilt University.
Stonekeep Investments, LLC is a firm with $170M under management, 114 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Chase Reid is Founder and Family Wealth Advisor of Stonekeep Investments. Before founding the firm, he worked as an investment analyst and as a private wealth advisor at Westwood Holdings Group in Dallas, Texas.
Michael Reid’s longest registration is the current one, 6 years at Stonekeep Investments since 2019. Before joining Stonekeep Investments in 2019, Michael Reid was registered through Westwood Wealth Management.
- Stonekeep Investments, LLCCurrent– present · 6 yearsSante Fe, NM · Adviser representative · Firm CRD 306144
- Westwood Wealth Management– · 1 yearDallas, TX · Adviser representative · Firm CRD 132162
Professional designations
Listed by Stonekeep Investments
- CFA
- CPWA®
Investment adviser representative registrations
Michael Reid is registered as an investment adviser representative in Texas, since November 2019.
- TexasSince 18 November 2019
Examinations
No examinations are on Michael Reid’s record.
- Full name
- Michael Chase Reid
- CRD
- 6919056
- Firm
- Stonekeep Investments · CRD 306144
- Role
- Managing Member/CCO
- Office
- Sante Fe, NM
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonekeepinvestments.com
Where does Michael Reid work?
Michael Reid has been Managing Member/CCO of Stonekeep Investments, LLC since September 2019, and is a control person of the firm.
Is Michael Reid a financial advisor?
Yes. Michael Reid has a current investment-adviser registration in Texas, through Stonekeep Investments since November 2019.
How many years of experience does Michael Reid have?
Michael Reid has 8 years in the financial industry, since March 2018, across 2 adviser firms.
Where did Michael Reid work before Stonekeep Investments?
Before Stonekeep Investments, Michael Reid was registered through Westwood Wealth Management, March 2018 to October 2019.
Where is Michael Reid based?
Michael Reid’s registered office is in Sante Fe, NM.
Is Michael Reid registered with FINRA?
No. Michael Reid has no current broker registration.
Is Michael Reid a CFA charterholder?
Stonekeep Investments lists Michael Reid with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Chase Reid, CFA, CPWA® biography, stonekeepinvestments.com
How can I verify Michael Reid’s record?
Search CRD 6919056 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Reid’s full registration record.