Myles Patrick O'reilly
Investment adviser representative at Navigation Wealth Management
14 yearsExperience
1 stateRegistered in
$103.2MFirm assets
5 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 feeOther
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
14 years in the industry.
- Navigation Wealth Management, Inc.Aug 2018 to now
- Navigation Financial Services, Inc.Jul 2018 to now
- Retirement Wealth Advisors, Inc.Oct 2014 to Aug 2018
- O'reilly Financial, LLCJan 2012 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CO).
Navigation Wealth Management
Legal name: Navigation Wealth Management, Inc.
$103.2MAssets managed
962Clients
8Advisers
5 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
- 5048874
- Firm CRD
- 282640