Terri Reilly, financial advisor East Syracuse NY
93 score

Terri Reilly

CRD Number: 5599934
Current Firm: Private Advisor Group, LLC

Terri Reilly (CRD# 5599934) is an Investment Advisor Representative working at Private Advisor Group, LLC in East Syracuse, NY and has over 7 years of experience in the finance industry.

Similar Advisors
Kevin Visconti, financial advisor East Syracuse NY
Kevin A. Visconti
CRD# 5229301
Cadaret Grant & Co Inc.
Score
100
Similar Advisors
Thomas Baker, financial advisor East Syracuse NY
Thomas F. Baker
CRD# 5626986
Wells Fargo Advisors Financial Network, LLC
Score
96
Similar Advisors
Richard Bergen, financial advisor East Syracuse NY
Richard L. Bergen
CRD# 1286588
Cadaret Grant & Co Inc.
Score
96
Company Name Location Dates Years
Lpl Financial LLC E Syracuse, NY Mar 2014 - Current 2
Private Advisor Group, LLC Morristown, NJ Mar 2014 - Current 2
Nationwide Securities, LLC Dublin, OH May 2010 - Feb 2014 3
Nationwide Financial Dublin, OH May 2010 - Feb 2014 3
Metlife Insurance Syracuse, NY Nov 2008 - May 2010 1
Beneficial Oneida, NY Mar 2006 - Apr 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
Contact Info for Terri Reilly
Phone Number: 973-538-7010
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Terri Reilly and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.