Iain
Reilly

Cetera Advisors LLC

CRD#2197881
Investment Advisor
in San Diego, CA
Are you Iain Reilly? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Iain Reilly is a certified financial planner who works in San Diego, California, who has been in the advisory business for 13 years. Reilly currently works for Cetera Advisors LLC. Throughout their career, Reilly has worked at Centara Capital Securities, Centara Capital Management, Multi-Financial Securities Corporation and Cetera Advisors LLC. Reilly holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Cetera Advisors LLC is a financial advisory firm that has its headquarters in San Diego, California. The firm has offices in 816 locations and a total of 1,163 people on staff. It manages $14 billion in assets under management among its 61,274 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 181 charitable organizations. Of its 61,274 accounts, 24% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely are based on which service is provided. However, fees billed by Cetera Advisors LLC most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1011 Camino Del Rio S Ste 530
San Diego, CA 92108

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$13,550,472,236

CA Average: $2,349,664,866
Total Number of Employees

1,163

CA Average: 28
Total Number of Accounts

61,274

CA Average: 1,101
Average Account Size

$221,146

CA Average: $2,134,119

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Iain Reilly Work History

Iain has 13 years of experience.

2013 - Present (6 years)

Cetera Advisors LLC

2010 - 2012 (2 years)

Multi-Financial Securities Corporation

2005 - 2010 (5 years)

Centara Capital Securities

2005 - 2010 (5 years)

Centara Capital Management

Disclosures

Iain Reilly has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started