Brian
Reilly
Equity Services, Inc
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About this Advisor
Brian Reilly is a chartered financial consultant based out of Red Bank, New Jersey with 1 year of industry experience. Reilly is an advisor for Equity Services, Inc. Throughout their career, they have worked at Invictus Consulting Group, Valley National Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association, The Prudential Insurance Company Of America, Pruco Securities LLC, Knights Of Columbus, Massmutual, Mml Investors Services, Integrated Financial Concepts/National Life Insurance Company and Equity Services, Inc. Reilly maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey and New York. Equity Services, Inc is a company based out of Montpelier, VT. It has offices in 220 locations and a total of 440 people on staff. It oversees $2 billion in assets under management across its 11,317 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 11,317 client accounts, 23% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Equity Services, Inc provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fees billed by Equity Services, Inc likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$1,866,892,398
440
11,317
$164,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Reilly Work History
Brian has been registered as a financial advisor for 1 years.*
Integrated Financial Concepts/National Life Insurance Company
Equity Services, Inc
Mml Investors Services
The Prudential Insurance Company Of America
Pruco Securities LLC
Massmutual
Knights Of Columbus
Morgan Stanley Private Bank, National Association
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Morgan Stanley Smith Barney LLC
Valley National Bank
Invictus Consulting Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Reilly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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