Terrence O'reilly
Terrence O'reilly is a CFP-designated registered investment advisor at Barlas O'reilly Wealth Management, LLC, based in Tarpon Springs, FL, with 13 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 337 clients with $20M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
905 E Martin Luther King Jr Dr, Ste 660, Tarpon Springs, FL, 34689
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Terrence is the President and CEO of O'Reilly Capital Management, a holding company for payroll, dedicating nearly full-time hours. He is also a non-paid board member for Ride and Run with Stars and a Managing Partner at Barlas Financial Group, LLC, spending minimal time on each.
Employment History
Current Registrations
Barlas O'reilly Wealth Management, LLC
Previous Registrations
Eqis Capital Management
Brokers Financial
Coppell Advisory Solutions, LLC
American Investment Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.