Christopher Reilly
Christopher Reilly is a registered investment advisor at Osaic Wealth, INC., based in Jericho, NY, with 29 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
380 N. Broadway, Suite 206, Jericho, NY, 11753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is involved in several outside business activities. These include human resource cost reduction, being a shareholder in Premier Healthcare Solution LLC, working as an agent for Cold Spring Harbor Asset Management, a sales agent for Assurance IQ selling health insurance, and advising seniors on Medicare options; several of these activities take about 10-20% of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Vining-Sparks Ibg, Limited PartnershipBroker
Mcdonald & Company Securities, INC.Broker
Smith Barney INC.Broker
Rmj Europe, LTD.Broker
Rmj Securities CORP.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.