Michael Reilly, financial advisor Avon CT
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 Avon, CT and has over 24 years of experience in the finance industry.

Similar Advisors
James Thibault, financial advisor Avon CT
James A. Thibault
CRD# 4837211
Barron Financial Group, LLP
Similar Advisors
Timothy Baker, financial advisor Avon CT
Timothy J. Baker
CRD# 5030137
Wealthshape LLC
Similar Advisors
Thomas Ford, financial advisor Avon CT
Thomas L. Ford
CRD# 1613589
Lpl Financial LLC
Company Name Location Dates Years
Rowe Wealth Management LLC Avon, CT Nov 2015 - Current 2
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
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

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.