Thomas P. Reilly

CW ADVISORS

Quincy, MA 02169

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CRD#: 827625

Professional summary

Thomas Patrick Reilly, who also goes by Tom Reilly, is a registered financial advisor currently at CW ADVISORS, LLC located in Quincy, Massachusetts.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Thomas has worked at 6 firms and has passed the Series 65, Series 63, PC, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tom 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) Tomco; Licensed insurance agent; Not investment-related; Hull, MA 02045; Insurance sales; Implementation of insurance recommendations; 2 hours per month, 0 during trading hours. 2) Point Allerton LLC; Investment related; 400 Crown Colony Drive, Quincy, MA 02169; Founder Managing Member; 07/2003; 5 hours per month; private fund manager 3)Milmont GP, LLC; Investment related; 400 Crown Colony Drive, Quincy, MA 02169; Sole Member, 03/2024; 5 hours per month; General Partner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Patrick Reilly'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

February 3, 2025 - Present

CW ADVISORS, LLC

Office #1: 400 Crown Colony Drive Suite 101, Quincy, MA 02169

RIA

CRD#: 310873

Quincy, MA

Past

June 30, 2003 - February 7, 2025

POINT ALLERTON LLC

RIA

CRD#: 126144

QUINCY, MA

Past

December 1, 1999 - July 23, 2003

BAINCO INTERNATIONAL INVESTORS LLC

RIA

CRD#: 106053

BOSTON, MA

Past

September 29, 1998 - February 15, 2008

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP

CRD#: 32240

BOSTON, MA

Past

September 26, 1978 - May 14, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

September 22, 1976 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

CRD#: 572

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".

CW ADVISORS, LLC

CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC

CRD#: 310873 / SEC#: 801-119667

RIA

Registered Investment Advisory firm - (10/21/2020 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

Florida
(6/2/2025)

IAR

Massachusetts
(2/6/2025)

IAR

Texas
(2/3/2025)

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: 5/5/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/14/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

PC

Date: 9/8/1977

AMEX Put and Call Exam

General Industry/Product Exam

Series 7

Date: 9/18/1976

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/1/2002

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 1/14/1999

Registered Options Principal Examination

Current Firm

CW ADVISORS, LLC

CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC

CRD#: 310873 / SEC#: 801-119667

RIA

Registered Investment Advisory firm - (10/21/2020 Approved)

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Contact information

Main Address

155 Seaport Blvd 3rd Floor, Boston, MA 02210

Mailing Address

Phone number

(617) 428-7600

Established

Firm type

Fiscal year end

# of Employees

110

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CW ADVISORS WRAP FEE PROGRAM (9/9/2025)

CW ADVISORS ADV PART 2A (9/9/2025)

Regulatory assets under management

Total Number of Accounts	12,836
AUM (Assets Under Management)	$ 9,301,984,860

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
07/02/2024	Cover Page	Report
09/20/2023	Cover Page	Report

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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Firm Stability Insights

Thomas P. Reilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Patrick Reilly's CRS (Customer Relationship Summary).

Certified licenses

Experience

POINT ALLERTON LLC

BAINCO INTERNATIONAL INVESTORS LLC

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

Primary Firm SEC Registration

CW ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/1994

Series 63

Date: 6/14/1984

PC

Date: 9/8/1977

Series 7

Date: 9/18/1976

Series 24

Date: 7/1/2002

Series 4

Date: 1/14/1999

Current Firm

CW ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CW ADVISORS, LLC

TRUST BUT VERIFY

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