Unclaimed Profile

Peter M Reilly

R CUBED GLOBAL CAPITAL INC.·PLANTATION, Florida

SIE, Series 6, Series 7, Series 63, Series 66Clean record21 years registeredR CUBED GLOBAL CAPITAL INC.

11251 NW 4TH CT., PLANTATION, FL 33325CRD# 2830225Firm CRD# 313107

Profile Verification

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

Identity

Peter M Reilly · PLANTATION, FL

Registration

CRD #2830225 · R CUBED GLOBAL CAPITAL INC. · 21 years registered

Brand Profile

Not yet started

Career History

TRAJAN WEALTH, L.L.C.

Feb 2024 – present

ANCHOR CAPITAL ADVISORS LLC

Dec 2019 – Dec 2020

The Woodlands, TX

PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

Apr 2006 – Dec 2013

BOSTON, MA

PIONEER INVESTMENT MANAGEMENT, INC.

Jul 2005 – Apr 2006

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · July 12, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

R CUBED GLOBAL CAPITAL INC.

CRD 313107 · SEC 801-123488

AUM

$25M

Regulatory assets under management

Employees

1 client accounts

Services offered by R CUBED GLOBAL CAPITAL INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at R CUBED GLOBAL CAPITAL INC. →

Introduction

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Frequently Asked Questions

What services does Peter M Reilly offer?

Peter M Reilly specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLANTATION, Florida for a consultation.

What are Peter M Reilly's credentials?

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

Where is Peter M Reilly located?

Peter M Reilly is based in PLANTATION, Florida, working with R CUBED GLOBAL CAPITAL INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.

How does Peter M Reilly charge for services?

Peter M Reilly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is R CUBED GLOBAL CAPITAL INC.?

R CUBED GLOBAL CAPITAL INC. has approximately 3 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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