Patrick Michael Oreilly
Investment adviser representative at Osaic Wealth, Inc.
15 yearsExperience
3 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
15 years in the industry.
- Osaic Wealth, Inc.Aug 2026 to now
- LPL Financial LLCSep 2020 to Aug 2026
- O'reilly LLC Fka Mike O'reilly LLCMay 2013 to Sep 2020
- Securities Service NetworkMar 2011 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 3 states (FL, MO, TX).
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
- 5078828
- Firm CRD
- 23131