Douglas Reed
AtlanticMidwest Global Advisors · Moca, Puerto Rico
Douglas Reed is a fee-only financial advisor at AtlanticMidwest Global Advisors in Moca, Puerto Rico. Douglas focuses on retirement planning and small business owners. AtlanticMidwest Global Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | AtlanticMidwest Global Advisors |
|---|---|
| Based in | Moca, Puerto Rico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $28.1M across 179 accounts |
| SEC registration | Investment adviser representative in KS, MO, PR, TX · CRD 2183514 |
| Exams passed | Series 63 (1997) · Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | atlanticmidwest.com |
| Profile |
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Questions about Douglas
Is Douglas Reed a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and AtlanticMidwest Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, AtlanticMidwest Global Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Douglas Reed based?
Douglas Reed is based in Moca, Puerto Rico.
What does Douglas specialize in?
Douglas's specialties include retirement planning and small business owners.
Is Douglas Reed registered with the SEC?
Yes. Douglas Reed is registered as an investment adviser representative in KS, MO, PR and TX (CRD 2183514), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AtlanticMidwest Global Advisors manage?
AtlanticMidwest Global Advisors reports $28.1M across 179 accounts in assets under management.
How do I contact Douglas Reed?
Through Douglas's website, atlanticmidwest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- AtlanticMidwest Global Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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