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Michael Reilly

Morgan Stanley
10 Years of Experience
New Orleans, LA
1 DisclosureBroker
View SEC Summary
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Michael Reilly is a registered investment advisor at Morgan Stanley, based in New Orleans, LA, with 10 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

1100 Poydras Street, Suite 1900, New Orleans, LA, 70163

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History

Regulatory History (1)
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
November 2023
Withdrawn
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Morgan StanleyBroker
September 2021 - Present · 5 yrs 1 mo
Morgan Stanley
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
First Horizon Advisors, INC
January 2021 - September 2021 · 8 mos
First Horizon Advisors, INC.Broker
January 2021 - September 2021 · 8 mos
Infinex Investments, INC.Broker
October 2017 - January 2021 · 3 yrs 3 mos
Infinex Investments, INC.
October 2017 - January 2021 · 3 yrs 3 mos
LPL Financial LLC
June 2016 - September 2017 · 1 yr 3 mos
LPL Financial LLCBroker
February 2016 - September 2017 · 1 yr 7 mos
State Registrations34 states
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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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