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CFP

Alyssa Reilly

Mma Securities LLC
10 Years of Experience
Boston, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alyssa Reilly is a CFP-designated registered investment advisor at Mma Securities LLC, based in Boston, MA, with 10 years of industry experience. Alyssa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 10,839 clients.

Mma Securities LLC
Compensation
Commission-BasedFixed/Hourly
Firm Size
175 advisors
Number of Clients
10,839 clients
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

MMA Securities offers two services through a subadviser, Empower Advisory Group (EAG):

  • In-Plan Advice (Online Advice Service): This service provides online guidance and investment advice, but you implement the recommendations yourself. There is no fee charged directly to plan participants for using this service.
  • MMA MyPath (Managed Account Service): This service manages your retirement account for you. Participants in this service pay an annual asset-based fee. The fee covers costs associated with providing the service, including expenses payable to EAG and other service providers. MMA Securities does not retain any portion of this fee.
View Full SEC Brochure

Location

101 Huntington Ave, Suite 401, Boston, MA, 02199

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Alyssa is an employee of Marsh & McLennan Agency LLC (MMA) and conducts non-investment related business activities for them, such as support for its insurance services. These activities are not subject to broker-dealer licensing and registration requirements.

Employment History
Current Registrations
Mma Securities LLC
April 2024 - Present · 2 yrs 6 mos
Mma Securities LLCBroker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
January 2016 - November 2022 · 6 yrs 10 mos
UBS Financial Services INC.Broker
January 2016 - November 2022 · 6 yrs 10 mos
Credit Suisse Securities (USA) LLC
July 2015 - February 2016 · 7 mos
Credit Suisse Securities (USA) LLCBroker
April 2015 - February 2016 · 10 mos
State Registrations6 states
MAMENHNYRIVT
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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