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TR

Timothy Reilly

BAY CREST PARTNERS
New York, NY 10005
Some features on this profile are disabled
CRD#: 4210836
TR

Professional summary

Timothy Reilly, who also goes by Timothy Maloney Reilly, is a registered financial professional currently at BAY CREST PARTNERS, LLC located in New York, New York and MAXIM GROUP LLC located in New York, New York.

Timothy is registered as a RR (Registered Representative) and started their career in finance in 2000. Timothy has worked at 7 firms and has passed the Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Timothy Maloney 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) - BD

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

November 12, 2024 - Present

BAY CREST PARTNERS, LLC

Office #1: 40 Wall Street 42nd Floor, New York, NY 10005
BD
CRD#: 39944
New York, NY
Current

March 31, 2026 - Present

MAXIM GROUP LLC

Office #1: 300 Park Ave 16th Floor, New York, NY 10022
BD
CRD#: 120708
New York, NY
Past

April 25, 2024 - November 14, 2024

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

September 8, 2022 - October 17, 2023

CANACCORD GENUITY LLC

BD
CRD#: 1020
NEW YORK, NY
Past

May 14, 2021 - September 6, 2022

SEAPORT GLOBAL SECURITIES LLC

BD
CRD#: 116270
NEW YORK, NY
Past

August 27, 2019 - June 3, 2021

CANACCORD GENUITY LLC

BD
CRD#: 1020
NEW YORK, NY
Past

July 31, 2018 - June 25, 2019

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

October 16, 2015 - October 26, 2016

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

January 2, 2014 - June 2, 2014

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY
Past

September 25, 2000 - April 10, 2012

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

State Registrations and Notice Filings

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

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

RR
Arizona
(11/12/2024)
RR
California
(11/12/2024)
RR
Colorado
(11/12/2024)
RR
Connecticut
(11/12/2024)
RR
Delaware
(11/12/2024)
RR
Florida
(11/12/2024)
RR
Georgia
(11/12/2024)
RR
Illinois
(11/12/2024)
RR
Kansas
(11/12/2024)
RR
Maryland
(11/12/2024)
RR
Massachusetts
(11/12/2024)
RR
Michigan
(11/12/2024)
RR
Minnesota
(11/12/2024)
RR
Missouri
(11/12/2024)
RR
New Jersey
(11/12/2024)
RR
New York
(11/12/2024)
RR
North Carolina
(11/12/2024)
RR
Pennsylvania
(11/12/2024)
RR
Texas
(11/12/2024)
RR
Virginia
(11/12/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 9/8/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 4/19/2004
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 9/23/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm

MG
MAXIM GROUP LLC
M-VEST (A WHOLLY OWNED DIVISION OF MAXIM GROUP) | MAXIM MERCHANT CAPITAL (A WHOLLY OWNED DIVISION OF MAXIM GROUP | MAXIM GROUP LLC

CRD#: 120708 / SEC#: , 8-65337

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
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Contact information

Main Address
300 Park Ave 16th Floor, New York, NY 10022
Mailing Address
300 Park Ave 16th Floor, New York, NY 10022
Phone number
(212) 895-3500
Established
New York since 04/11/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MAXIM PARTNERS LLCMEMBER
EVANS, TIPTON HAMLINCHIEF COMPLIANCE OFFICER6118339
FIORE, CHRISTOPHER JAMESCO-PRESIDENT, DIRECTOR OF CAPITAL MARKETS2269479
GLASSBERG, LAWRENCE COOPERCO-HEAD OF INVESTMENT BANKING4813201
LAROSA, PAUL GEORGEHEAD OF SYNDICATE/ACTING DIRECTOR OF ASSET MANAGEMENT1900695
MURPHY, TIMOTHY GERARDFINOP/CFO1836629
SIEGEL, JAMES EDWARDGENERAL COUNSEL4490472
TELLER, CLIFFORD ADAMCHIEF EXECUTIVE OFFICER/CHAIRMAN4631188
VEERA, RITESH MOTILALCO-HEAD OF INVESTMENT BANKING4994814
VENDETTI, ANTHONY VINCENTDIRECTOR OF RESEARCH2574608
VITALE, WILLIAM CHRISTIANDIRECTOR OF TRADING2669953

Disclosures

Regulatory Event36
Arbitration1

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.

Company Information

MAXIM GROUP LLC

CRD#: 120708New York, NY 10005

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