Reilly Austin Carlton
Investment adviser representative at Aegis Capital Corp.
11 yearsExperience
1 stateRegistered in
$1.8BFirm assets
16 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Aegis Capital Corp.Jan 2024 to now
- UBS Financial Services, IncJul 2023 to Jan 2024
- Self-employedNov 2022 to Jul 2023
- US Patent OfficeOct 2021 to Nov 2022
- Protask Inc.Dec 2018 to Oct 2021
- Siemens HealthineersMay 2015 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Aegis Capital Corp.
$1.8BAssets managed
3,083Clients
97Advisers
16 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
- 7769651
- Firm CRD
- 15007