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Richard Donlon Oreilly

American Trust Investment Services, Inc.

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About Richard Donlon Oreilly

Richard Oreilly is a financial advisor with American Trust Investment Services, Inc. Richard has been in the industry since 1979 and is currently registered with FINRA and the state of California. Richard previously worked at Buckman, Buckman & Reid, Inc., ViewTrade Securities, Inc. and other firms.

Firm Information

Richard Oreilly is currently registered with American Trust Investment Services, Inc.. American Trust Investment Services, Inc. is a corporation formed in December 1968. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. The firm has reported 4 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

31

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.

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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Richard Oreilly’s Registration & Firm History

IL

01/05/2024 - Present

American Trust Investment Services, Inc. (CHICAGO IL)

NJ

06/28/2016 - 11/07/2023

BUCKMAN, BUCKMAN & REID, INC. (little silver NJ)

NJ

10/12/2005 - 06/22/2016

VIEWTRADE SECURITIES, INC. (JERSEY CITY NJ)

NJ

09/26/2003 - 12/21/2005

VIEWTRADE FINANCIAL (JERSEY CITY NJ)

FL

11/28/2000 - 12/31/2003

VIEWTRADE SECURITIES, INC. (BOCA RATON FL)

FL

10/27/1997 - 11/21/2000

BARRON CHASE SECURITIES, INC. (BOCA RATON FL)

NJ

04/19/1996 - 10/17/1997

PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)

NJ

11/01/1993 - 08/30/1996

INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)

NJ

04/06/1988 - 10/15/1992

NETWORK 1 FINANCIAL SECURITIES INC. (RED BANK NJ)

NA

03/11/1988 - 08/02/1988

JONATHAN ALAN & CO., INC.

NA

01/14/1985 - 03/21/1988

EQUITABLE SECURITIES OF NEW YORK,INC.

NA

12/05/1977 - 01/22/1985

FIRST JERSEY SECURITIES, INC.

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Licenses & Designations

BC

Issued 09/12/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2002

Series 4 - Registered Options Principal Examination

BC

Issued 05/23/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/25/1989

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative 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 11/19/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Richard Donlon Oreilly. Review regulatory record here.
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