Christopher John Reilly

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 11/2011 → 01/2025
  Lincoln Financial Advisors
  Garnet Valley, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Bensalem, PA

Previous Registrations

• 2011-11-28 → 2025-01-24
  Osaic Fa, Inc.
  Garnet Valley, PA
  Garnet Valley, PA
  Blue Bell, PA
  Bensalem, PA
  Blue Bell, PA
• 2004-09-08 → 2011-11-23
  Firstrust Financial Advisors
  Philadelphia, PA
• 2011-02-04 → 2011-11-04
  Msi Financial Services, Inc.
  Philadelphia, PA
  Orlando, FL
  Philadelphia, PA
• 2002-07-05 → 2011-02-10
  Equitable Advisors, Llc
  Philadelphia, PA
  Phillapelphia, PA
  Philadelphia, PA
  Philadelphia, PA
• 2001-08-09 → 2004-12-17
  Progress Financial Advisors
  Philadelphia, PA

Other Businesses

1) CHRIS REILLY, 3561 KIRKWOOD CLOSE, GARNET VALLEY, PA. 19060, INSURANCE, INVESTMENT RELATED, AGENT, OFFERING DISABILITY, FIXED ANNUITIES, EQUITY INDEXED ANNUITIES, INSURANCE PORTION OF HEALTH SAVINGS ACCOUNTS AND TRADITIONAL LIFE INSURANCE. STARTED ON 11/25/2011 WORKING 5 HPM 2 DURING TRADING HOURS. 2) CHRISTOPHER REILLY 536 WINDSOR COURT SUITE A1 BENSALEM PA19020 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, HEALTH SAVINGS ACCOUNTS, COMMISSION BASED GROUP BENEFITS , DISABILITY INSURANCE, FIXED AND INDEXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE. START DATE: 05/07/12 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 4 3) CHRISTOPHER REILLY POSITION: Agent NATURE: sale and servicing of fixed life and fixed annuity products. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 05/07/2012 ADDRESS: 536 Windsor Court, A1, Bensalem PA 19020, United States DESCRIPTION: sale and servicing of non-variable insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-18
• S63 Uniform Securities Agent State Law Examination
  1999-05-06

Other Names

• Christopher Reilly