Unclaimed
David Reilly is a financial professional with over 20 years of experience in the industry. Currently, David is registered with Tncp, LLC in Connecticut. Previously, David has been associated with several firms including Viant Capital LLC, Cronus Partners LLC, Bio-IB, Inc., and The Nassau Group, Inc.. David holds the Series 7, 24, 63, and 79TO securities licenses. David is a graduate of the University of Connecticut.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
CT
02/20/2020 - Present
Tncp, LLC (STAMFORD CT)
CA
10/10/2007 - 02/10/2020
VIANT CAPITAL LLC (SAN FRANCISCO CA)
CT
04/22/2005 - 10/05/2007
CRONUS PARTNERS LLC (NORWALK CT)
NY
08/10/2004 - 05/10/2005
BIO-IB, INC. (NEW YORK NY)
CT
01/09/2001 - 06/09/2004
THE NASSAU GROUP, INC. (WESTON CT)
BC
Issued 11/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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