AR
CFP
AR
CFP

Alyssa Leigh Reilly

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Commission-BasedFixed/Hourly
Firm Size
142 advisors
Number of Clients
8,394 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

101 Huntington Ave, Suite 401, Boston, MA, 02199

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alyssa is an employee of Marsh & McLennan Agency LLC (MMA) and conducts non-investment related business activities for them, such as support for its insurance services. These activities are not subject to broker-dealer licensing and registration requirements.

Employment History
Current Registrations
Mma Securities LLC
April 2024 - Present · 1 yr 10 mos
Mma Securities LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2016 - November 2022 · 6 yrs 10 mos
UBS Financial Services INC.
January 2016 - November 2022 · 6 yrs 10 mos
Credit Suisse Securities (USA) LLC
July 2015 - February 2016 · 7 mos
Credit Suisse Securities (USA) LLCBroker
April 2015 - February 2016 · 10 mos
State Registrations6 states
MAMENHNYRIVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alyssa Leigh Reilly - Financial Advisor | TrueAdvisor