Edward P Reilly

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Mitchel Field, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Melville, NY

Other Businesses

Real Estate Ownership; Single Family; 20031 Sanibel View Circle, Unit 103, Fort Myers , FL, 33908; Investment-Related; 11/07/2023. Business Ownership; EPR1 Corp; S Corp to finance business expenses activities (pay rent, payroll, insurance, etc.); S Corp to finance business expenses activities (pay rent, payroll, insurance, etc.); 9 Wawapek Road, , Cold Spring Harbor, NY, 11724; Investment-Related; 04/27/2021; 1 to 9 hours per month; 0 during trading hours / EPR2 Properties; Co-owner; Real Estate; 9 Wawapek Road, , Cold Spring Harbor, NY, 11724; Not Investment-Related; 01/15/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Edward Reilly
• Edward Patrick Reilly