Thomas Patrick Reilly

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 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

• 06/2003 → Present
  Point Allerton Llc
  Quincy, MA
• 02/2025 → Present
  Cw Advisors, Llc
  Quincy, MA

Previous Registrations

• 2003-06-30 → 2025-02-07
  Point Allerton Llc
  Quincy, MA
• 1999-12-01 → 2003-07-23
  Bainco International Investors Llc
  Boston, MA

Other Businesses

1) Tomco; Licensed insurance agent; Not investment-related; Hull, MA 02045; Insurance sales; Implementation of insurance recommendations; 2 hours per month, 0 during trading hours. 2) Point Allerton LLC; Investment related; 400 Crown Colony Drive, Quincy, MA 02169; Founder Managing Member; 07/2003; 5 hours per month; private fund manager 3)Milmont GP, LLC; Investment related; 400 Crown Colony Drive, Quincy, MA 02169; Sole Member, 03/2024; 5 hours per month; General Partner

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-05
• S63 Uniform Securities Agent State Law Examination
  1984-06-14

Other Names

• Tom Reilly