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Thomas T. Reilly

PINE TREE FINANCIAL SERVICES
Owings Mills, MD
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CRD#: 373516
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Professional summary


Thomas Tunney Reilly, who also goes by Thomas Tunney Clarinval, Thomas T Reilly, is a registered financial advisor currently at PINE TREE FINANCIAL SERVICES, INC. located in Owings Mills, Maryland.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Thomas has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Thomas Tunney Clarinval | Thomas T 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 Thomas Tunney 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®
None

Experience


Current

April 13, 2022 - Present

PINE TREE FINANCIAL SERVICES, INC.

RIA
CRD#: 117920
Owings Mills, MD
Past

May 16, 1997 - August 25, 1998

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ
Past

August 11, 1995 - October 31, 1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

August 11, 1995 - October 31, 1995

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

October 13, 1993 - June 19, 1995

THE CHAPMAN CO.

BD
CRD#: 19178
COLUMBIA, MD
Past

October 7, 1992 - September 25, 1993

CHAPIN, DAVIS

BD
CRD#: 28116
BALTIMORE, MD
Past

November 5, 1991 - July 14, 1992

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

January 15, 1991 - May 29, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR
Maryland
(4/13/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/31/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


PT
PINE TREE FINANCIAL SERVICES, INC.
PINE TREE FINANCIAL SERVICES, INC.

CRD#: 117920 / SEC#:

Maryland
Registered Investment Advisory firm - (1/1/1999 Approved)
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Contact information


Main Address
Owings Mills, MD
Mailing Address
Phone number
(443) 870-3408
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts10
AUM (Assets Under Management)$ 4,500,000

Red Flags


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

Company Information


PINE TREE FINANCIAL SERVICES, INC.

CRD#: 117920Owings Mills, MD

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