Cecilia OreillyCRD 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.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|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|
Total Assets Under Management585,963MILLIONS
Total Number of Accounts43,919ACCOUNTS
Average Account Value$13,341,899
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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