Reilly Nicole Forrest
Investment adviser representative at Regent Properties
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
6 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Regent Properties LLCOct 2021 to now
- Neuberger Berman Bd LLCMar 2019 to Sep 2021
- Westwood Holdings Group, Inc.Jan 2017 to Mar 2019
- WorkivaFeb 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Regent Properties
Legal name: Regent Properties, LLC
$1.8BAssets managed
16Clients
5Advisers
6 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
- 7090938
- Firm CRD
- 309360