George F. Reilly

SAFE HARBOR FINANCIAL ADVISORS

FAIRFAX, VA

Some features on this profile are disabled

CRD#: 6346467

Professional summary

George Francis Reilly, CFP®, who also goes by George F. Reilly, is a registered financial advisor currently at SAFE HARBOR FINANCIAL ADVISORS, LLC located in Fairfax, Virginia.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. George has worked at 1 firm .

Question & Answer

What are your service offerings?

Tax Planning

Comprehensive Financial Planni...

Elder Care

Investment Planning

Estate Planning

Retirement Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Estate & Generational Planning...

Hourly

Investment Advice without Ongo...

Middle Income Client Needs

Are you a "fiduciary"?

Yes

Aliases

George F. 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.

(1) 2024-PRESENT: Dunlap Bennett & Ludwig, PLLC/Not investment related/Leesburg, VA/Law Firm/Partner & Attorney/Involves up to 160 hours time each month, including during traditional business hours.//(2) 2019-PRESENT: SAFE HARBOR TAX SERVICES, LLC/NOT INVESTMENT RELATED/FAIRFAX, VA/TAX PREPARATION SERVICES/MANAGING MEMBER, PRINCIPAL & TAX PREPARER/INVOLVES LESS THAN 10% TIME EACH MONTH, INCLUDING DURING TRADITIONAL BUSINESS HOURS.//(3) 2010- PRESENT: REILLY LAW, PLC/NOT INVESTMENT RELATED/FAIRFAX, VA/LAW PRACTICE/ATTORNEY/PRACTICE DOES NOT HAVE ACTIVE CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Francis 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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

August 8, 2014 - Present

SAFE HARBOR FINANCIAL ADVISORS, LLC

RIA

CRD#: 171734

FAIRFAX, VA

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

Delaware
(6/10/2025)

IAR

Virginia
(8/8/2014)

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

Current Firm

SAFE HARBOR FINANCIAL ADVISORS, LLC

CRD#: 171734 / SEC#:

Delaware

Registered Investment Advisory firm - (6/2/2025 Approved)

Rhode Island

Registered Investment Advisory firm - (2/6/2025 Terminated)

Virginia

Registered Investment Advisory firm - (8/8/2014 Approved)

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).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Fairfax, VA

Mailing Address

Phone number

(703) 829-7233

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

George F. Reilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Francis Reilly's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAFE HARBOR FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

SAFE HARBOR FINANCIAL ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

SAFE HARBOR FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors