Stephen O'reilly
Stephen O'reilly is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Pensacola, FL, with 30 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1289 Airport Blvd, Pensacola, FL, 32504
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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.
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Stephen serves as power of attorney for his mother.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
VALIC Investment Services CompanyBroker
Public Employees Equities Services CompanyBroker
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 states
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