Terrence F. O'reilly

BARLAS O'REILLY WEALTH MANAGEMENT

Tarpon Springs, FL 34689

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CRD#: 6013446

Professional summary

Terrence F O'reilly JR., CFP®, who also goes by Terry O'reilly, is a registered financial advisor currently at BARLAS O'REILLY WEALTH MANAGEMENT, LLC located in Tarpon Springs, Florida.

Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Terrence has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terry O'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.

O'Reilly Capital Management; 1740 Cameron Court Trinity FL 34655; President and CEO of O'Reilly Capital Management Holding company for payroll; 160 hours per month; start date 1/2015 Ride and Run with Stars; 10750 Ulmerton Rd Largo FL 33778; non paid board member to provide holiday presents to underprivileged children of Pinellas County FL;1 hour per month; 0 during trading; start date 1/2015 Barlas Financial Group, LLC; Investment related: No; 905 E Martin Luther King Jr Dr,Ste660 Tarpon Springs FL 34689 USA; We offer Financial Planning is a collaborative process that helps maximize a Client's potential for meeting life goals through Financial Advice that integrates relevant elements of the Client's personal and financial circumstances, For this service fees may be charges. I can receive fee based compensation for income tax preparation, income tax planning, and compensation for comprehensive financial planning in accordance with certified financial planning board policy and procedures where which a fee may be charged.; Managing Partner; 2024-01-03; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 6; Manage the day to day of the tax practice and Wealth Management division.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence F O'reilly JR.'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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

October 22, 2018 - Present

BARLAS O'REILLY WEALTH MANAGEMENT, LLC

Office #1: 905 E Martin Luther King Jr Dr Ste 660, Tarpon Springs, FL 34689

RIA

CRD#: 298413

Tarpon Springs, FL

Past

May 25, 2017 - December 31, 2018

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 126052

Tarpon Springs, FL

Past

January 27, 2015 - May 23, 2017

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

TARPON SPRINGS, FL

Past

January 22, 2013 - January 26, 2015

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

TARPON SPRINGS, FL

Past

March 26, 2012 - December 21, 2012

AMERICAN INVESTMENT SERVICES

RIA

CRD#: 144088

PALM HARBOR, FL

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

Florida
(10/22/2018)

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 65

Date: 2/29/2012

Uniform Investment Adviser Law Examination

Current Firm

BARLAS O'REILLY WEALTH MANAGEMENT, LLC

BARLAS CHAMBERS O'REILLY WEALTH MANAGEMENT, LLC | O'REILLY CAPITAL MANAGEMENT, LLC | BARLAS O'REILLY WEALTH MANAGEMENT, LLC

CRD#: 298413 / SEC#:

Florida

Registered Investment Advisory firm - (10/22/2018 Approved)

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Contact information

Main Address

905 E Martin Luther King Jr Dr Ste 660, Tarpon Springs, FL 34689

Mailing Address

Phone number

(727) 474-0382

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	395
AUM (Assets Under Management)	$ 20,453,950

Red Flags

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

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Terrence F. O'reilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BARLAS O'REILLY WEALTH MANAGEMENT, LLC

FREEDOM INVESTMENT MANAGEMENT, INC.

INTEGRITY ALLIANCE, LLC.

COPPELL ADVISORY SOLUTIONS LLC

AMERICAN INVESTMENT SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 2/29/2012

Current Firm

BARLAS O'REILLY WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BARLAS O'REILLY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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