Investment adviser representative · Barlas O'Reilly Wealth Management, LLC
Terrence F. O'Reilly Jr.
CRD 6013446 · Tarpon Springs, FL
At a glance
Terrence F. O'Reilly Jr. is an investment adviser representative with Barlas O'Reilly Wealth Management, LLC in Tarpon Springs, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Terrence’s SEC record dates to 2012, about 14 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Barlas O'Reilly Wealth Management, LLCSince October 2018Tarpon Springs, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Terrence’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Barlas O'Reilly Wealth Management, LLC
- Ryan J. McCartyTarpon Springs
- Anthony L. GeraciRiverview
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