Damian K. Reilly

CETERA INVESTMENT ADVISERS LLC

CLARK, NJ 07066

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CRD#: 1775465

Professional summary

Damian Kerry Reilly, who also goes by Damian K Reilly, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Clark, New Jersey and CETERA INVESTMENT SERVICES LLC located in Clark, New Jersey.

Damian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Damian has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Damian K Reilly

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damian Kerry Reilly's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 7, 2017 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1139 Raritan Road, Clark, NJ 07066

RIA

CRD#: 105644

CLARK, NJ

Current

December 6, 2017 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 1139 Raritan Road, Clark, NJ 07066

CRD#: 15340

Clark, NJ

Past

August 28, 2017 - December 6, 2017

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

WHITING, NJ

Past

August 28, 2017 - December 6, 2017

INVEST FINANCIAL CORPORATION

CRD#: 12984

WHITING, NJ

Past

January 7, 2016 - August 30, 2017

CAPITAL ONE ADVISORS, LLC

RIA

CRD#: 136865

MCLEAN, VA

Past

January 6, 2016 - August 30, 2017

CAPITAL ONE INVESTING, LLC

CRD#: 45744

EDISON, NJ

Past

December 11, 2015 - December 22, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PISCATAWAY, NJ

Past

December 10, 2015 - December 22, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PISCATAWAY, NJ

Past

January 10, 2011 - November 27, 2015

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

RED BANK, NJ

Past

January 10, 2011 - November 27, 2015

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

RED BANK, NJ

Past

October 23, 2009 - December 22, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

RED BANK, NJ

Past

October 23, 2009 - December 22, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

RED BANK, NJ

Past

December 18, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

OLD BRIDGE, NJ

Past

November 26, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

OLD BRIDGE, NJ

Past

December 6, 2006 - November 26, 2007

IFMG SECURITIES, INC.

CRD#: 14416

MIDDLETOWN, NJ

Past

January 17, 2003 - November 9, 2006

BUCKMAN, BUCKMAN & REID, INC.

CRD#: 23407

SHREWSBURY, NJ

Past

April 19, 1999 - March 16, 2001

COWEN AND COMPANY

CRD#: 7616

NEW YORK, NY

Past

May 23, 1996 - April 22, 1999

ABN AMRO SECURITIES LLC

CRD#: 6540

NEW YORK, NY

Past

January 19, 1988 - March 20, 1996

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(12/6/2017)

New Jersey
(12/6/2017)

IAR

New Jersey
(12/7/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/7/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/24/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 2/19/1999

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 1/16/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/19/1999

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Damian K. Reilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damian Kerry Reilly's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT SERVICES LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

CAPITAL ONE ADVISORS, LLC

CAPITAL ONE INVESTING, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

IFMG SECURITIES, INC.

BUCKMAN, BUCKMAN & REID, INC.

COWEN AND COMPANY

ABN AMRO SECURITIES LLC

CREDIT SUISSE SECURITIES (USA) LLC

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/7/2007

Series 63

Date: 3/24/1988

SIE

Date: 10/1/2018

Series 55

Date: 2/19/1999

Series 7

Date: 1/16/1988

Series 24

Date: 10/19/1999

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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