Myles P. O'reilly

NAVIGATION WEALTH MANAGEMENT

FORT COLLINS, CO 80525

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CRD#: 5048874

Professional summary

Myles Patrick O'reilly JR., who also goes by Myles Patrick O'reilly Jr., Myles Patrick O'reilly. Jr., Myles Patrick Oreilly, Myles P Oreilly Jr, is a registered financial advisor currently at NAVIGATION WEALTH MANAGEMENT located in Fort Collins, Colorado.

Myles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Myles has worked at 8 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Myles Patrick O'reilly Jr. | Myles Patrick O'reilly. Jr. | Myles Patrick Oreilly | Myles P Oreilly Jr

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.

07/2018-PRESENT, NAVIGATION FINANCIAL SERVICES, INC.; FORT COLLINS, CO; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; INSURANCE AGENT; HOURS DEDICATED: 40/WEEK (22.5/WEEK DURING TRADING HOURS)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Myles Patrick O'reilly JR.'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

August 22, 2018 - Present

NAVIGATION WEALTH MANAGEMENT

Office #1: 2038 Caribou Drive Suite 100, Fort Collins, CO 80525

RIA

CRD#: 282640

FORT COLLINS, CO

Past

October 21, 2014 - August 15, 2018

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Fort Collins, CO

Past

July 20, 2012 - August 15, 2014

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

FORT COLLINS, CO

Past

January 11, 2012 - July 16, 2012

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

FORT COLLINS, CO

Past

March 18, 2008 - January 19, 2012

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

LAKEWOOD, CO

Past

March 18, 2008 - January 19, 2012

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

LAKEWOOD, CO

Past

January 18, 2008 - March 7, 2008

FIRST FINANCIAL ADVISORS, LLC

RIA

CRD#: 134897

CHESTERFIELD, MO

Past

October 14, 2006 - January 2, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LADUE, MO

Past

October 14, 2006 - January 2, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LADUE, MO

Past

January 6, 2006 - June 1, 2006

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ST. LOUIS, MO

Past

December 16, 2005 - June 1, 2006

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

NAVIGATION WEALTH MANAGEMENT

NAVIGATION WEALTH MANAGEMENT | NAVIGATION WEALTH MANAGEMENT, INC.

CRD#: 282640 / SEC#: 801-119615

RIA

Registered Investment Advisory firm - (10/26/2020 Approved)

Arizona

Registered Investment Advisory firm - (11/20/2020 Terminated)

Colorado

Registered Investment Advisory firm - (11/30/2020 Terminated)

Kansas

Registered Investment Advisory firm - (11/20/2020 Terminated)

Texas

Registered Investment Advisory firm - (11/20/2020 Terminated)

Wyoming

Registered Investment Advisory firm - (11/20/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Colorado
(8/22/2018)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/5/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/15/2005

General Securities Representative Examination

Current Firm

NAVIGATION WEALTH MANAGEMENT

NAVIGATION WEALTH MANAGEMENT | NAVIGATION WEALTH MANAGEMENT, INC.

CRD#: 282640 / SEC#: 801-119615

RIA

Registered Investment Advisory firm - (10/26/2020 Approved)

Arizona

Registered Investment Advisory firm - (11/20/2020 Terminated)

Colorado

Registered Investment Advisory firm - (11/30/2020 Terminated)

Kansas

Registered Investment Advisory firm - (11/20/2020 Terminated)

Texas

Registered Investment Advisory firm - (11/20/2020 Terminated)

Wyoming

Registered Investment Advisory firm - (11/20/2020 Terminated)

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Contact information

Main Address

2038 Caribou Drive Suite 100, Fort Collins, CO 80525

Mailing Address

Phone number

(970) 672-1236

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2B (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,470
AUM (Assets Under Management)	$ 127,745,098

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

Myles P. O'reilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Myles Patrick O'reilly JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

HORTER INVESTMENT MANAGEMENT, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

FIRST FINANCIAL ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

NAVIGATION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 1/5/2006

Series 7

Date: 12/15/2005

Current Firm

NAVIGATION WEALTH MANAGEMENT

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVIGATION WEALTH MANAGEMENT

TRUST BUT VERIFY

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