Brian
Reilly

Equity Services, Inc

CRD#1175190
Investment Advisor
in Red Bank, NJ

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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

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

200 Schulz Drive Suite 125
Red Bank, NJ 07701

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

NJ Average: $4,257,716,217
Total Number of Employees

440

NJ Average: 30
Total Number of Accounts

11,317

NJ Average: 868
Average Account Size

$164,964

NJ Average: $4,905,203

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.*

2021 - Present (3 years)

Integrated Financial Concepts/National Life Insurance Company

2021 - Present (3 years)

Equity Services, Inc

2020 - 2021 (1 year)

Mml Investors Services

2019 - 2019 (< 1 year)

The Prudential Insurance Company Of America

2019 - 2019 (< 1 year)

Pruco Securities LLC

2019 - 2021 (2 years)

Massmutual

2017 - 2019 (2 years)

Knights Of Columbus

2016 - 2017 (1 year)

Morgan Stanley Private Bank, National Association

2015 - 2015 (< 1 year)

Cetera Investment Services LLC

2015 - 2015 (< 1 year)

Cetera Investment Advisers LLC

2015 - 2017 (2 years)

Morgan Stanley Smith Barney LLC

2014 - 2015 (1 year)

Valley National Bank

2013 - 2013 (< 1 year)

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.

Financial Advisors at Esi Financial Advisors

Jason Goncz
Westerville, OH
Clare Morris
Fort Lauderdale, FL
Jennifer Grant
Peshtigo, WI
Robert Liebman
Fort Lauderdale, FL
Brian Reilly
Red Bank, NJ
Eric Goodman
Hauppauge, NY
Karl Rothhaar
Charlotte, NC
Virginia Griffith
Atlanta, GA

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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