Unclaimed Profile

Robert Xavier Reilly

B. RILEY WEALTH PORTFOLIO ADVISERS, LLC·MEMPHIS, Tennessee

SIE, Series 3, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 26, Series 52TO, Series 53, Series 63, Series 65, Series 99TO20 years registeredB. RILEY WEALTH PORTFOLIO ADVISERS, LLC

40 SOUTH MAIN, MEMPHIS, TN 38103CRD# 2210571Firm CRD# 314171

Profile Verification

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

Identity

Robert Xavier Reilly · MEMPHIS, TN

Registration

CRD #2210571 · B. RILEY WEALTH PORTFOLIO ADVISERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

B. RILEY WEALTH ADVISORS, INC.

Aug 2022 – present

B. RILEY SECURITIES, INC.

Jun 2020 – present

B. RILEY WEALTH MANAGEMENT

Jan 2015 – present

B RILEY WEALTH MANAGEMENT

Jan 2015 – Mar 2023

NEW YORK, NY

DOMINICK & DOMINICK LLC

Mar 2006 – Jan 2015

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 8

Series 9

Series 10

Series 24

Series 26

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · March 20, 2006

Years registered · 20

Disclosure History

2014Regulatory·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

B. RILEY WEALTH PORTFOLIO ADVISERS, LLC

CRD 314171 · SEC 801-121341

AUM

$186M

Regulatory assets under management

Employees

535 client accounts

Services offered by B. RILEY WEALTH PORTFOLIO ADVISERS, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at B. RILEY WEALTH PORTFOLIO ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Xavier Reilly offer?

Robert Xavier Reilly specializes in Investment Management. Contact their office in MEMPHIS, Tennessee for a consultation.

What are Robert Xavier Reilly's credentials?

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

Where is Robert Xavier Reilly located?

Robert Xavier Reilly is based in MEMPHIS, Tennessee, working with B. RILEY WEALTH PORTFOLIO ADVISERS, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does Robert Xavier Reilly charge for services?

Robert Xavier 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 B. RILEY WEALTH PORTFOLIO ADVISERS, LLC?

B. RILEY WEALTH PORTFOLIO ADVISERS, LLC has approximately 11 employees and manages $186M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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