Erica Lynn Reilly
Investment adviser representative at Ecio, Inc.
12 yearsExperience
3 statesRegistered in
$395.6MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Ecio, Inc.Jun 2024 to now
- Jeffrey A. Gay, CfpMay 2023 to Jun 2024
- Miller and Gay Investment ManagementFeb 2023 to Jun 2024
- Raymond James Financial Services, Inc.Feb 2023 to Jun 2024
- Purshe Kaplan Sterling InvestmentsMay 2016 to Jan 2023
- Johnson and White Wealth ManagementMay 2014 to Jan 2023
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (PA, TX, WI).
Ecio, Inc.
$395.6MAssets managed
116Clients
5Advisers
2 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
- 5133367
- Firm CRD
- 301432