Cecilia Oreilly, financial advisor Miami FL

Cecilia Oreilly

CRD Number: 4568286
Current Firm: Alliancebernstein LP

Cecilia Oreilly (CRD# 4568286) is an Investment Advisor Representative working at Alliancebernstein LP in Miami, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sanford C. Bernstein & Company, LLC Miami, FL Aug 2019 - Current 1
Strategy Consultant, Self-employed Miami, FL Mar 2015 - Aug 2019 4
Expocredit Miami, FL Sep 2012 - Feb 2015 2
Csi Armoring Miami, FL Jan 2011 - Oct 2012 1
Doctor Diabetic Supply Miami, FL Aug 2010 - Feb 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Cecilia G. Oreilly
Phone Number: 212-969-1000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    585,963
    MILLIONS
  • Total Number of Accounts
    43,919
    ACCOUNTS
  • Average Account Value
    $13,341,899
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, VT, WA, WI, WV

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