Unclaimed Profile

Douglas Frank Reilly

REILLY FINANCIAL ADVISORS LLC·LA MESA, California

Series 4, Series 7, Series 24, Series 63, Series 6527 years registeredREILLY FINANCIAL ADVISORS LLC

7777 ALVARADO ROAD, SUITE 116, LA MESA, CA 91942CRD# 1189356Firm CRD# 110315

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Frank Reilly · LA MESA, CA

Registration

CRD #1189356 · REILLY FINANCIAL ADVISORS LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: REILLY FINANCIAL ADVISORS LLC

CREATIVE PLANNING

Mar 2022 – Dec 2023

La Mesa, CA

REILLY FINANCIAL ADVISORS

Aug 1999 – Mar 2022

LA MESA, CA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 12, 1999

Years registered · 27

Disclosure History

1988Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

REILLY FINANCIAL ADVISORS LLC

CRD 110315 · SEC 801-56721

AUM

$2.2B

Regulatory assets under management

Employees

1,239 client accounts

Services offered by REILLY FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at REILLY FINANCIAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Frank Reilly offer?

Douglas Frank Reilly specializes in Financial Planning, Investment Management, Wealth Management.

What are Douglas Frank Reilly's credentials?

Douglas Frank Reilly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Frank Reilly located?

Douglas Frank Reilly is based in LA MESA, California, last registered with REILLY FINANCIAL ADVISORS LLC.

How does Douglas Frank Reilly charge for services?

Douglas Frank Reilly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REILLY FINANCIAL ADVISORS LLC?

REILLY FINANCIAL ADVISORS LLC has approximately 43 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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