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Samuel Reilly

16 Years of Experience
New York, NY
Broker

Samuel Reilly is a registered investment advisor at Morgan Stanley, based in New York, NY, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

55 East 52nd Street, 12th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Samuel is a board member of the Martime College Alumni Association, a non-profit organization, since May 2021. He spends minimal time during business hours and a few hours per week after business hours on accounting, business development, and check signing.

Employment History
Current Registrations
Morgan Stanley
February 2010 - Present · 16 yrs 7 mos
Morgan StanleyBroker
January 2010 - Present · 16 yrs 8 mos
State Registrations18 states
CACTDCDEFLMAMDMINCNHNJNYOHPAPRTXVAVirgin Islands
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.