AdFi
TP

Thomas Patrick Reilly

Investment Adviser Representative at CW ADVISORS, LLC

Quincy, MACRD #827625Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Massachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/5/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 6/14/1984
PC
AMEX Put and Call Exam
Passed 9/8/1977
Series 7
General Securities Representative Examination
Passed 9/18/1976
Series 24
General Securities Principal Examination
Passed 7/1/2002
Series 4
Registered Options Principal Examination
Passed 1/14/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

CW Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CW ADVISORS, LLCCurrent
2/3/2025Quincy, MA
FERNWOOD INVESTMENT MANAGEMENT, LLC
6/30/20032/7/2025Quincy, MA
BAINCO INTERNATIONAL INVESTORS LLC
12/1/19997/23/2003Boston, MA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CW ADVISORS, LLC

Showing 12 of 88 in the directory

View CW ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas Patrick Reilly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Thomas Patrick Reilly - Financial Advisor in Quincy, MA | AdvisorFinder