Nicholas Connor Reilly

Employer firm

Constellation Wealth Advisors CRD 147253

$5.40B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2010 → 01/2019
  Horan Securities, Inc.
  Cincinnati, OH
• 05/2010 → 01/2019
  Horan Capital Advisors, Llc
  Cincinnati, OH
• 02/2019 → Present
  Constellation Wealth Advisors, Llc
  Cincinnati, OH
• 02/2019 → Present
  Quadrant Capital Group, Llc
  Cincinnati, OH

Previous Registrations

• 2019-02-06 → 2020-05-28
  Constellation Wealth Advisors, Llc
  Cincinnati, OH
• 2010-06-09 → 2019-02-06
  Horan Capital Advisors, Llc
  Cincinnati, OH

Other Businesses

Entity/Business Name: Depaul Christo Rey High School; Investment related (Y/N): Y; Address: 133 Clifton Hills Ave, Cincinnati, OH 45220; Nature of the Business: Private Catholic College Preparatory High School; Position/Title/Relationship: Board of Directors; Start Date: July 2019; Approximate # of hours a month: nominal; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? N; Briefly describe your duties: Supports the school's programs and operations as a member of the Board of Directors

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-04
• S63 Uniform Securities Agent State Law Examination
  2007-04-09