Scott Reilly

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Los Angeles, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA

Previous Registrations

• 2009-10-23 → 2014-12-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brea, CA
  Newport Beach, CA
• 2008-01-25 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Newport Beach, CA
  Brea, CA
• 2006-09-27 → 2008-02-05
  Harrisdirect Llc
  Jersey City, NJ

Other Businesses

THEATRE WORKS, INVT RELATED, PALO ALTO, CA, INVESTMENT COMMITTEE, START DATE 4/1/2017, LESS THAN 1 HR PER MONTH, LESS THAN 1 HR DURING TRADING, ATTENDING MEETINGS TO REVIEW INVESTMENT PERFORMANCE, SETTING ORGANIZATION GUIDELINES, REVIEWING ASSET ALLOCATION AND RISK TOLERANCE.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-11

Other Names

• Scott Reilly
• Joseph S Reilly
• Joseph Scott Reilly