Timothy Reilly

HILTON CAPITAL MANAGEMENT

Garden City, NY 11530

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CRD#: 2179607

Professional summary

Timothy Reilly, who also goes by Timothy William Reilly, is a registered financial advisor currently at HILTON CAPITAL MANAGEMENT, LLC located in Garden City, New York and FORESIDE FUND SERVICES, LLC located in Garden City, New York.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Timothy has worked at 9 firms and has passed the Series 63, Series 57TO, SIE, Series 3, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy William 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.

Hilton Capital Management; Investment-related; Garden City, NJ; Asset Management; President; Start 04/2017; 160 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy 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

July 13, 2021 - Present

HILTON CAPITAL MANAGEMENT, LLC

Office #1: 1010 Franklin Avenue, Garden City, NY 11530

RIA

CRD#: 116357

Garden City, NY

Current

January 4, 2022 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 1010 Franklin Avenue Suite 300a, Garden City, NY 11530

CRD#: 46106

Garden City, NY

Past

June 22, 2017 - January 4, 2022

RAFFERTY CAPITAL MARKETS, LLC

CRD#: 23682

GARDEN CITY, NY

Past

January 23, 2009 - November 1, 2010

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

Past

September 22, 2006 - April 25, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

May 30, 2006 - April 25, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 30, 2001 - May 18, 2006

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

April 10, 2000 - July 17, 2001

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

November 28, 1997 - September 1, 1998

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Past

February 21, 1995 - May 3, 2000

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

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".

HILTON CAPITAL MANAGEMENT, LLC

CRD#: 116357 / SEC#: 801-60776

RIA

Registered Investment Advisory firm - (1/2/2002 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

IAR

New York
(7/13/2021)

New York
(1/4/2022)

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

Series 63

Date: 12/14/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 11/29/2000

National Commodity Futures Examination

General Industry/Product Exam

Series 55

Date: 11/29/1999

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 8/13/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/7/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

HILTON CAPITAL MANAGEMENT, LLC

CRD#: 116357 / SEC#: 801-60776

RIA

Registered Investment Advisory firm - (1/2/2002 Approved)

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Contact information

Main Address

1010 Franklin Avenue, Garden City, NY 11530

Mailing Address

Phone number

(516) 693-5380

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 - ADV-2A (3/29/2025)

Regulatory assets under management

Total Number of Accounts	1,288
AUM (Assets Under Management)	$ 2,931,323,336

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

Timothy Reilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

RAFFERTY CAPITAL MARKETS, LLC

BANC OF AMERICA SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

GOLDMAN SACHS & CO. LLC

CIBC WORLD MARKETS CORP.

SALOMON BROTHERS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

HILTON CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/14/1994

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 11/29/2000

Series 55

Date: 11/29/1999

Series 7

Date: 8/13/1994

Series 24

Date: 2/7/2005

FINRA

Current Firm

HILTON CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HILTON CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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