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Wendell Switzer Reilly

BERMAN CAPITAL ADVISORS, LLC·ATLANTA, Georgia
Clean recordBERMAN CAPITAL ADVISORS, LLC
3445 PEACHTREE ROAD, ATLANTA, GA 30326CRD# 6033625Firm CRD# 155419

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wendell Switzer Reilly · ATLANTA, GA
Registration
CRD #6033625 · BERMAN CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Wendell Switzer Reilly is a registered financial advisor based in ATLANTA, Georgia, affiliated with BERMAN CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BERMAN CAPITAL ADVISORS, LLC
BERMAN CAPITAL ADVISORS, LLC
AUM
$3.3B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at BERMAN CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6033625
Firm CRD# 155419
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wendell Switzer Reilly offer?
Wendell Switzer Reilly specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Wendell Switzer Reilly's credentials?
Wendell Switzer Reilly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendell Switzer Reilly located?
Wendell Switzer Reilly is based in ATLANTA, Georgia, working with BERMAN CAPITAL ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Wendell Switzer Reilly charge for services?
Wendell Switzer Reilly's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERMAN CAPITAL ADVISORS, LLC?
BERMAN CAPITAL ADVISORS, LLC has approximately 30 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BERMAN CAPITAL ADVISORS, LLC

David Lee Fisher
ATLANTA, GA
Eli Powell Niepoky
ATLANTA, GA
Jill Brodie Asrael
ATLANTA, GA
John Russell Allen
ATLANTA, GA
Justin Berman
ATLANTA, GA
Kelly Ann Downs
ATLANTA, GA

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Research
Advisor Fees in GeorgiaNational Fee Analysis
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