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Robert James Reilly

Our firm excels at providing Wealth Advisory and Personal CFO Services.

Sandy Cove Advisors
CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER

Hingham

MA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Other
    • -Publication of Periodicals or Newsletters

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Sandy Cove Advisors 4 years, 8 months Dec 2014 - Present
Jp Morgan 1 year, 4 months Jul 2013 - Nov 2014
Ubs Securities 3 years, 9 months Mar 2009 - Dec 2012

Designations & Memberships

  • American Association of Individual Investors
    Membership
    American Association of Individual Investors
    The American Association of Individual Investors is a nonprofit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portolios, financial planning, and retirement accounts.
  • Market Technicians Association
    Membership
    Market Technicians Association
    The MTA has the following stated mission: Attract and retain a membership of professionals devoting their efforts to using and expanding the field of technical analysis and sharing their body of knowledge with their fellow members. Establish, maintain, and encourage the highest standards of professional competence and ethics among technical analysts. Educate the public and the investment community of the value and universality of technical analysis.
  • Certified Investment Management Analyst
    Designation
    Certified Investment Management Analyst
    This designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.

Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 23, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jul 24, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on July 24, 2019
    • $175.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 55
      number of clients
    • $3.2M
      Estimated Average Account Balance Per Client

Sandy Cove Advisors

Last updated on March 29, 2019
    • $190.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 447
      Accounts
    • $425.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements