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Thomas Tunney Reilly

Pine Tree Financial Services, Inc.

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About Thomas Tunney Reilly

Thomas Reilly is a financial advisor registered in the state of Maryland with Pine Tree Financial Services, Inc.. Thomas has been in the industry since 1982, and has a broad range of experience. Thomas has a strong understanding of the investment landscape and is committed to providing clients with personalized financial advice and guidance.

Firm Information

Thomas Reilly is currently registered with Pine Tree Financial Services, Inc.. Pine Tree Financial Services, Inc. is an investment advisor that provides portfolio management services for individuals. The firm manages approximately $4.5 million in assets for 10 non-discretionary accounts.

$4.50M

Assets Under Management

11

Total Clients

1

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Thomas Reilly’s Registration & Firm History

MD

11/28/2024 - Present

Pine Tree Financial Services, Inc. (Owings Mills MD)

NJ

05/16/1997 - 08/25/1998

COPELAND EQUITIES, INC. (SOMERSET NJ)

NY

08/11/1995 - 10/31/1995

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

08/11/1995 - 10/31/1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

MD

10/13/1993 - 06/19/1995

THE CHAPMAN CO. (COLUMBIA MD)

MD

10/07/1992 - 09/25/1993

CHAPIN, DAVIS (BALTIMORE MD)

MA

11/05/1991 - 07/14/1992

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

01/15/1991 - 05/29/1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/31/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/15/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Tunney Reilly.
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