Unclaimed Profile

William James Reilly

ROMANO BROTHERS AND COMPANY·EVANSTON, Illinois

ROMANO BROTHERS AND COMPANY

1560 SHERMAN AVENUE, EVANSTON, IL 60201CRD# 2807975Firm CRD# 3215

Profile Verification

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

Identity

William James Reilly · EVANSTON, IL

Registration

CRD #2807975 · ROMANO BROTHERS AND COMPANY

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

William James Reilly is a registered financial advisor based in EVANSTON, Illinois, affiliated with ROMANO BROTHERS AND COMPANY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ROMANO BROTHERS AND COMPANY

ROMANO WEALTH MANAGEMENT

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROMANO BROTHERS AND COMPANY →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2807975

Firm CRD# 3215

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William James Reilly offer?

William James Reilly specializes in Financial Planning, Investment Management. Contact their office in EVANSTON, Illinois for a consultation.

What are William James Reilly's credentials?

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

Where is William James Reilly located?

William James Reilly is based in EVANSTON, Illinois, working with ROMANO BROTHERS AND COMPANY. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.

How does William James Reilly charge for services?

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

How large is ROMANO BROTHERS AND COMPANY?

ROMANO BROTHERS AND COMPANY has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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