MR
Michael A. Reilly
MISSIONSQUARE RETIREMENT
Matthews, NC
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CRD#: 2466297
MR
Professional summary
Michael A Reilly, who also goes by Michael Anthony Reilly, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Matthews, North Carolina and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Michael has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Anthony 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.
Name of the other business: MissionSquare Retirement. Address of the other business: 777 N. Capitol Street, NE, Washington, DC 20002. Nature of the other business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities ("plan sponsors") in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Is the business investment-related? Yes. Position, title, or relationship with the other business: MVP, Field Sales. Start date of your relationship: 8/4/2025. Approximate number of hours/month you devote to the other business: 160 (~8hr/day). Number of hours you devote to the other business during securities trading hours (9:30 am-4:00 pm EST): 8.
CRS (Client Relationship Summary) - RIA
Click below to view Michael A Reilly's 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®
NoneExperience
Current
September 9, 2025 - Present
MISSIONSQUARE RETIREMENT
RIA
CRD#: 108783
Matthews, NC
Current
August 5, 2025 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240BD
CRD#: 23189
Washington, DC
Past
January 4, 2021 - April 23, 2025
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
Waxhaw, NC
Past
May 1, 2014 - January 4, 2021
MML DISTRIBUTORS, LLC
BD
CRD#: 38030
CHARLOTTE, NC
Past
July 7, 2010 - May 1, 2014
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CHARLOTTE, NC
Past
February 4, 2010 - July 8, 2010
JPMORGAN DISTRIBUTION SERVICES, INC.
BD
CRD#: 104234
CHICAGO, IL
Past
June 18, 2007 - December 31, 2009
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
BD
CRD#: 102920
CHICAGO, IL
Past
May 6, 1994 - March 22, 2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
BD
CRD#: 7325
BOSTON, MA
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".
MR
MISSIONSQUARE RETIREMENT
ICMA RETIREMENT CORP | MISSIONSQUARE RETIREMENT | INTERNATIONAL CITY MGMT ASSOCIATION RETIREMEN | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | ICMA-RC | ICMA RETIREMENT CORPORATION
CRD#: 108783 / SEC#: 801-18273
RIA
Registered Investment Advisory firm - (1/19/1983 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.RR
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
Alabama(9/17/2025)
IAR
Connecticut(9/17/2025)
IAR
Delaware(9/17/2025)
RR
District of Columbia(9/17/2025)
IAR
District of Columbia(10/8/2025)
IAR
Florida(9/26/2025)
RR
Georgia(9/17/2025)
IAR
Georgia(9/18/2025)
IAR
Illinois(9/17/2025)
IAR
Indiana(9/17/2025)
IAR
Kentucky(9/17/2025)
RR
Maine(9/17/2025)
IAR
Maine(9/17/2025)
IAR
Maryland(9/17/2025)
IAR
Massachusetts(10/21/2025)
IAR
Michigan(9/17/2025)
IAR
Mississippi(9/17/2025)
IAR
New Hampshire(9/17/2025)
IAR
New Jersey(9/18/2025)
IAR
New York(9/17/2025)
RR
North Carolina(8/5/2025)
IAR
North Carolina(9/9/2025)
IAR
Ohio(9/18/2025)
IAR
Pennsylvania(9/17/2025)
IAR
Rhode Island(9/17/2025)
IAR
South Carolina(9/17/2025)
IAR
Virginia(9/17/2025)
IAR
West Virginia(9/19/2025)
IAR
Wisconsin(9/17/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MR
MISSIONSQUARE RETIREMENT
ICMA RETIREMENT CORP | MISSIONSQUARE RETIREMENT | INTERNATIONAL CITY MGMT ASSOCIATION RETIREMEN | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | ICMA-RC | ICMA RETIREMENT CORPORATION
CRD#: 108783 / SEC#: 801-18273
RIA
Registered Investment Advisory firm - (1/19/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240
Mailing Address
Phone number
(202) 962-4600
Established
Firm type
Fiscal year end
# of Employees
599
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58,580 |
| AUM (Assets Under Management) | $ 5,959,398,729 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
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.
