Myles Patrick O'reilly Jr.
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Myles Patrick O'reilly Jr., Myles Patrick O'reilly. Jr., Myles Patrick Oreilly, Myles P Oreilly Jr
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
NAVIGATION WEALTH MANAGEMENT | NAVIGATION WEALTH MANAGEMENT, INC.
Contact Information
Main Address
2038 Caribou Drive Suite 100, Fort Collins, CO 80525Phone Number
(970) 672-1236# of Employees
8SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,302AUM (Assets Under Management)
$103,175,002Similar Advisors
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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.
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Primary Firm SEC Registration
NAVIGATION WEALTH MANAGEMENT | NAVIGATION WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Myles Patrick O'reilly JR.'s CRS (Customer Relationship Summary).
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