Unclaimed Profile

Michael Lloyd Reger

III CAPITAL MANAGEMENT·BOCA RATON, Florida

Series 24, Series 3, Series 7, Series 63Clean recordIII CAPITAL MANAGEMENT

777 YAMATO ROAD, BOCA RATON, FL 33431CRD# 1591432Firm CRD# 113539

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Lloyd Reger · BOCA RATON, FL

Registration

CRD #1591432 · III CAPITAL MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Lloyd Reger is a registered financial advisor based in BOCA RATON, Florida, affiliated with III CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

III CAPITAL MANAGEMENT

AUM

$39.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at III CAPITAL MANAGEMENT →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1591432

Firm CRD# 113539

View on FINRA BrokerCheck →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Browse BOCA RATON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Lloyd Reger offer?

Michael Lloyd Reger specializes in Retirement Planning, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Michael Lloyd Reger's credentials?

Michael Lloyd Reger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Lloyd Reger located?

Michael Lloyd Reger is based in BOCA RATON, Florida, working with III CAPITAL MANAGEMENT. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Michael Lloyd Reger charge for services?

Michael Lloyd Reger's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is III CAPITAL MANAGEMENT?

III CAPITAL MANAGEMENT has approximately 8 employees and manages $39.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →