Christopher John Reilly
Investment adviser representative at Osaic Wealth, Inc.
18 yearsExperience
4 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Osaic Wealth, Inc.Dec 2020 to now
- Rafferty Capital Markets, LLCMay 2011 to now
- Cold Spring Harbor Asset ManagementJan 2008 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Dec 2020
- Morgan Stanley Smith BarneySep 2011 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 4 states (GA, NY, TX, WA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1674908
- Firm CRD
- 23131