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Sean Reilly

2 Years of Experience
New Haven, CT
Broker

Sean Reilly is a registered investment advisor at Morgan Stanley, based in New Haven, CT, with 2 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

545 Long Wharf Drive, 7th Floor, New Haven, CT, 06511

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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

Sean is the sole proprietor/owner of New England Oyster Farm LLC since 2023, dedicating about 10-20% of his time after business hours to business development/growth. He also owns rental property and works for Sea Sprite Sport Fishing, spending about a quarter of his time after business hours on customer service and labor/service.

Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
April 2023 - Present · 3 yrs 3 mos
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.