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Daniel Patrick Reilly

Krilogy

St. Louis, MO

CRD 6919573

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Employer firm

Krilogy CRD 149046

$5.20B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Krilogy

275 N. Lindbergh Ste. 20, St. Louis, MO 63141 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2018-03-15
  • MO RA
    APPROVED
    Since 2018-03-15

Branch Locations

275 N. Lindbergh Ste. 20, St. Louis, MO 63141 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Krilogy Financial St. Louis MO 06/2017 Present
Hoss's Market Columbia MO 05/2017 06/2017
Columbia College Columbia MO 08/2014 05/2017
  • 06/2017 → Present
    Krilogy Financial
    St. Louis, MO
  • 05/2017 → 06/2017
    Hoss's Market
    Columbia, MO
  • 08/2014 → 05/2017
    Columbia College
    Columbia, MO
Other Businesses

Life and Health Insurance Agent, non-investement related, 600 Emerson Rd. Ste. 110, St. Louis, MO 63141, Life and Health Insurance Sales, Insurance Agent, 3/15/2018, estimated 20-40 hrs, estimated 10-20 hrs during trading, Sales of Life and Health Insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-21
  • S65 Uniform Investment Adviser Law Examination
    2018-02-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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