Michael Reilly, financial advisor Boca Raton FL

Michael Reilly

CRD Number: 2006998
Current Firm: Avalon

Michael Reilly (CRD# 2006998) is an Investment Advisor Representative working at Avalon in Boca Raton, FL and has over 30 years of experience in the finance industry. Michael Reilly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mint Asset Management, LLC Hoboken, NJ Mar 2024 - Current < 1
Rowe Wealth Management Llc D/b/a Avalon Avon, CT Nov 2015 - Current 8
Lpl Financial LLC Avon, CT Jan 2009 - Nov 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Aug 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Reilly
Phone Number: (866) 711-2836
Firm Website: https://avaloninvest.com
Registered State(s):
  • CT
  • FL
  • LA
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    58
    MILLIONS
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $224,079
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CT, FL, LA, PA, TX

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