Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Reilly is a financial professional with over 13 years of experience in the industry. Currently, Leo works at Lazard Freres & Co. LLC as a Registered Representative and has been with the firm since April 2016. Previously, Leo worked at Moelis & Company LLC and G.C. Andersen Partners Capital, LLC. Leo holds Series 7, Series 24, Series 63, Series 79, and SIE licenses and is registered with FINRA and a state.
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.
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NY
04/25/2016 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
CA
07/29/2013 - 04/22/2016
MOELIS & COMPANY LLC (LOS ANGELES CA)
NY
09/15/2009 - 09/30/2011
G.C. ANDERSEN PARTNERS CAPITAL, LLC (NEW YORK NY)
BC
Issued 10/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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