Unclaimed Profile

John Joseph Reilly

TURTLE CREEK WEALTH ADVISORS, LLC·DALLAS, Texas

Series 63, Series 79Clean record3 years registeredTURTLE CREEK WEALTH ADVISORS, LLC

2828 N. HARWOOD STREET, DALLAS, TX 75201CRD# 5847786Firm CRD# 322998

Profile Verification

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

Identity

John Joseph Reilly · DALLAS, TX

Registration

CRD #5847786 · TURTLE CREEK WEALTH ADVISORS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

TURTLE CREEK WEALTH ADVISORS, LLC

Jul 2023 – present

Registrations & Exams

FINRA examinations passed

Series 63

Series 79

Registration record

First registered · July 14, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TURTLE CREEK WEALTH ADVISORS, LLC

CRD 322998 · SEC 801-127123

AUM

$906M

Regulatory assets under management

Employees

496 client accounts

Services offered by TURTLE CREEK WEALTH ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at TURTLE CREEK WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John Joseph Reilly offer?

John Joseph Reilly specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are John Joseph Reilly's credentials?

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

Where is John Joseph Reilly located?

John Joseph Reilly is based in DALLAS, Texas, working with TURTLE CREEK WEALTH ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does John Joseph Reilly charge for services?

John Joseph 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 TURTLE CREEK WEALTH ADVISORS, LLC?

TURTLE CREEK WEALTH ADVISORS, LLC has approximately 19 employees and manages $906M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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