Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Xavier Reilly is a financial advisor with B. Riley Wealth Advisors, Inc. Robert has been a financial advisor for over 30 years. Robert has a broad range of experience in the financial services industry, with expertise in portfolio management, financial planning, and investment advisory services. Robert is a registered representative in Connecticut, New York, and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
08/09/2022 - Present
B. Riley Wealth Advisors, Inc. (New York NY)
NY
08/18/2003 - 01/28/2015
DOMINICK & DOMINICK LLC (NEW YORK NY)
NY
01/17/2003 - 08/15/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
05/07/1992 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 12/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/11/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 11/29/1993
Series 4 - Registered Options Principal Examination
BC
Issued 07/21/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2007
Series 3 - National Commodity Futures Examination
BC
Issued 05/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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