Michael Reilly, financial advisor Coral Springs FL
24 score

Michael Reilly

CRD Number: 2006998
Current Firm: Rowe Wealth Management

Michael Reilly (CRD# 2006998) is an Investment Advisor Representative working at Rowe Wealth Management in Coral Springs, FL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Rowe Wealth Management LLC Avon, CT Nov 2015 - Current 1
Lpl Financial LLC Avon, CT Jan 2009 - Nov 2015 6
Unified Wealth Management, LLC Scottsdale, AZ Jun 2009 - Dec 2009 < 1
Securities America Advisors Inc. Omaha, NE Jan 1999 - Jan 2009 10
Securities America, Inc. Glastonbury, CT Jan 1997 - Jan 2009 12
Reilly Capital Management, LLC Glastonbury, CT Jan 1989 - Jan 2009 20
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Employer Dispute
  • Regulatory Event
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Reilly
Phone Number: (866) 711-2836
Firm Website: http://www.rowealth.com/
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $518,456
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, FL, TX

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BADGES
24

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