Iain Patrick Reilly

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-10-24 → 2010-04-22
  Centara Capital Management Group, Inc.
  San Diego, CA
• 2002-10-11 → 2005-10-28
  Cetera Advisors Llc
  San Diego, CA

Other Businesses

(1) INSURANCE, 1011 CAMINO DEL RIO, SUITE 320, SAN DIEGO, CA 92108. (2) NAME OF OTHER BUSINESS: TELESIS TAX AND FINANCIAL ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX PREPARATION ; START DATE: 01/2014 ; POSITION/TITLE/RELATIONSHIP: TAX PREPARER ; APX NUMBER OF HOURS PER WEEK: 5-10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5-10 ; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND TAX RESEARCH ;

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-24
• S63 Uniform Securities Agent State Law Examination
  1992-01-17

Designations

• Certified Financial Planner