Michael Rhea has been an investment adviser representative at Cayside Partners since May 2026, and is not listed among the firm’s executive officers or direct owners.
Cayside Partners, LLC is a Jupiter, FL firm with $438M under management, 69 clients and 4 advisers in one office, as of its September 2026 filing.
Mike Rhea is Director, Portfolio Manager, Client Advisory of Cayside Partners. He was previously a Vice President on the investment team at Optima Asset Management, where he was involved in manager sourcing, investment due diligence and portfolio management across private markets and multi-manager hedge fund strategies.
Michael Rhea’s longest registration was 5 years at Morgan Stanley (2017–2022). Before joining Cayside Partners in 2026, Michael Rhea was registered through Morgan Stanley.
- Cayside PartnersCurrent– present · under a yearJupiter, FL · Adviser representative · Firm CRD 306090
- Morgan Stanley– · 5 yearsNew York, NY · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Michael Rhea is registered as an investment adviser representative in Florida, since May 2026.
- FloridaSince 20 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 September 2015 |
| Series 7 | General Securities Representative Examination | 4 May 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Douglas Rhea
- CRD
- 6356314
- Firm
- Cayside Partners · CRD 306090
- Office
- 364 CYPRESS DRIVE, SUITE 202, Jupiter, FL 33469
- Registration
- Investment adviser registration
- In the industry since
- November 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- caysidepartners.com
Where does Michael Rhea work?
Michael Rhea is an investment adviser representative registered through Cayside Partners, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Michael Rhea a financial advisor?
Yes. Michael Rhea has a current investment-adviser registration in Florida, through Cayside Partners since May 2026.
How many years of experience does Michael Rhea have?
Michael Rhea has 6 years in the financial industry, since November 2019, across 2 adviser firms.
What exams has Michael Rhea passed?
Michael Rhea has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 2015. FINRA credited Michael Rhea with the SIE, which began in October 2018.
Where did Michael Rhea work before Cayside Partners?
Before Cayside Partners, Michael Rhea was registered through Morgan Stanley, May 2017 to June 2022.
Where is Michael Rhea based?
Michael Rhea’s registered office is in Jupiter, FL.
Is Michael Rhea registered with FINRA?
No. Michael Rhea has no current broker registration.
How can I verify Michael Rhea’s record?
Search CRD 6356314 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Rhea’s full registration record.