MR
Michael G. Reilly
HFR WEALTH MANAGEMENT
Niskayuna, NY
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CRD#: 7374980
MR
Professional summary
Michael Glen Reilly is a registered financial advisor currently at HFR WEALTH MANAGEMENT, LLC located in Niskayuna, New York.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Glen 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®
NoneExperience
Current
May 23, 2021 - Present
HFR WEALTH MANAGEMENT, LLC
RIA
CRD#: 106913
Niskayuna, NY
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".
HW
HFR WEALTH MANAGEMENT, LLC
HFR INVESTMENT ADVISORY SERVICES | REILLY HERBERT FAULKNER III | HFR WEALTH MANAGEMENT, LLC
CRD#: 106913 / SEC#: 801-50326
RIA
Registered Investment Advisory firm - (10/6/1995 Approved)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
New York(5/23/2021)
Exams
Current Firm
HW
HFR WEALTH MANAGEMENT, LLC
HFR INVESTMENT ADVISORY SERVICES | REILLY HERBERT FAULKNER III | HFR WEALTH MANAGEMENT, LLC
CRD#: 106913 / SEC#: 801-50326
RIA
Registered Investment Advisory firm - (10/6/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Niskayuna, NY
Mailing Address
Phone number
(518) 346-8189
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 807 |
| AUM (Assets Under Management) | $ 573,982,951 |
Red Flags
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