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Brian Reilly

Benjamin F. Edwards & Company, Incorporated
56 Years of Experience
Woodstock, IL
2 DisclosuresBroker
View SEC Summary
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Brian Reilly is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Woodstock, IL, with 56 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
519 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11621 Catalpa Lane, Woodstock, IL, 60098

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2000
Closed-No Action
Customer Dispute
June 2000
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brian serves as a trustee for his deceased father-in-law's estate since 2009, which is investment-related. He spends minimal time on this activity.

Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
September 2013 - Present · 13 yrs 1 mo
Benjamin F. Edwards & Company, Incorporated
September 2013 - Present · 13 yrs 1 mo
Benjamin F. Edwards & Company, INC.
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - September 2013 · 5 yrs 8 mos
Wells Fargo Advisors, LLCBroker
January 2008 - September 2013 · 5 yrs 8 mos
A. G. Edwards & Sons, INC.
February 2001 - January 2008 · 6 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
May 1989 - January 2008 · 18 yrs 8 mos
Drexel Burnham Lambert IncorporatedBroker
September 1980 - June 1989 · 8 yrs 9 mos
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - October 1980 · 9 mos
Blyth Eastman Dillon & CO. IncorporatedBroker
November 1972 - January 1980 · 7 yrs 2 mos
Eastman Dillon, Union Securities & CO., IncorporatedBroker
February 1972 - November 1972 · 9 mos
Dominick & Dominick, IncorporatedBroker
August 1971 - March 1972 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
January 1970 - September 1971 · 1 yr 8 mos
State Registrations26 states
AZCACOCTFLGAIAILINMAMDMIMNMONCNJNMNVNYOHORPASCTXWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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Brian Reilly - Financial Advisor | TrueAdvisor