Raymond L Reilly
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 feeCommissions
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
12 years in the industry.
- Raymond James & Associates, Inc.Feb 2025 to now
- Samaritan's PurseNov 2024 to Dec 2024
- National Technology & Engineering Solutions of SandiaApr 2022 to Jul 2025
- Pacific Northwest National Laboratory (battelle)Jun 2021 to Apr 2022
- Colorado Department of Public Health & EnvironmentJan 2021 to Jun 2021
- Larry H. Miller Liberty ToyotaJul 2020 to Dec 2020
- Frederick S. Pardee Center for International FuturesOct 2018 to Sep 2019
- Larimer County Department of Natural ResourcesApr 2017 to Sep 2018
- Pedersen ToyotaJul 2016 to Mar 2018
- The Case CompanyMar 2014 to Nov 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 8027335
- Firm CRD
- 705