Michael James Reilly

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → 07/2025
  Equitable Advisors, Llc
  New York, NY
• 07/2025 → Present
  Lpl Financial Llc
  Collierville, TN

Previous Registrations

• 2004-04-01 → 2025-07-25
  Equitable Advisors, Llc
  Memphis, TN
  Memphis, TN
  Collierville, TN

Other Businesses

1. 07/14/2025- Reilly Scott Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - OBA Start Date: 07/15/2025- 120 Hrs/Mth - 60 Hrs During Trading. 2) 07/29/2025 -Reilly Wealth, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:07/15/2025 - 5 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1995-10-13

Designations

• Certified Financial Planner