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Herbert Faulkner Reilly

Hfr Wealth Management, LLC

Niskayuna, NY

CRD 1717740

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Employer firm

Hfr Wealth Management, LLC CRD 106913

$589M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Hfr Wealth Management, Llc

Niskayuna, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-23
  • NY RA
    APPROVED
    Since 2021-05-23

Branch Locations

Niskayuna, NY • 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
Hfr Wealth Management, Llc Niskayuna NY 12/1995 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-03-25
S65 Uniform Investment Adviser Law Examination 1992-03-25
  • S63 Uniform Securities Agent State Law Examination
    1992-03-25
  • S65 Uniform Investment Adviser Law Examination
    1992-03-25
Other Names
  • Bret Reilly
  • Herbert Faulkner Reilly
  • Herbert Faulkner Reilly Iii

View on SEC IAPD

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