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John Brendan O'Reilly

Congress Asset Management Company, LLP

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About John Brendan O'Reilly

John Brendan O'Reilly is a registered investment advisor representative with Congress Asset Management Company, LLP. John has been in the industry since 1987 and holds the Series 7 and Series 63 licenses. John is a Chartered Financial Analyst and specializes in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and institutional investors. John has extensive experience in portfolio management and financial planning, and is committed to providing personalized advice to meet each client's unique needs.

Firm Information

John O'Reilly is currently registered with Congress Asset Management Company, LLP. Congress Asset Management Company, LLP is a Boston, MA-based investment advisor with approximately $12,146,933,847 in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, pooled investment vehicles, and other clients. They also offer educational seminars and selection of other advisers.
Congress Asset Management Company, LLP

2 SEAPORT LANE

BOSTON, MA 02210-2001

$12.15B

Assets Under Management

26

Total Clients

12

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John O'Reilly’s Registration & Firm History

MA

09/26/2011 - Present

Congress Asset Management Company, LLP (BOSTON MA)

RI

05/31/1989 - 11/29/1999

OLD STONE SECURITIES COMPANY (EAST PROVIDENCE RI)

NY

09/09/1988 - 12/21/1989

NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)

MN

07/21/1987 - 11/27/1987

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 08/20/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Brendan O'Reilly.
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