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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Reilly is a registered investment advisor with CW Advisors, LLC. He specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. He is a registered investment advisor in Massachusetts and Texas. Thomas Reilly has been in the financial services industry since 1976. Before joining CW Advisors, LLC in 2025, Thomas Reilly was a managing member of Fernwood Investment Management, LLC. He has previously worked at Newbury Street Capital Limited Partnership and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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
MA
02/03/2025 - Present
CW Advisors, LLC (Quincy MA)
MA
09/29/1998 - 02/15/2008
NEWBURY STREET CAPITAL LIMITED PARTNERSHIP (BOSTON MA)
NY
09/26/1978 - 05/14/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/22/1976 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 05/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/14/1999
Series 4 - Registered Options Principal Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 09/18/1976
Series 7 - General Securities Representative Examination
Active
Inactive
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