Advisor at Aegis Capital Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Aegis Capital Corp.
Location
Mc Lean, VA
Credentials
Series 63, Series 65
Industry experience
2 years
Reilly Carlton is a financial advisor at Aegis Capital Corp. with Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at UBS Financial Services, the US Patent Office, ProTask Inc., and Siemens Healthineers. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple programs.
Based on Aegis Capital Corp.
$0 - $250,000: Up to 3.00% (if most transaction costs charged to Adviser) or up to 2.50% (if most transaction costs charged to client) $250,001 - $1,000,000: Up to 2.75% (if most transaction costs charged to Adviser) or up to 2.25% (if most transaction costs charged to client) $1,000,001+: Up to 2.50% (if most transaction costs charged to Adviser) or up to 2.00% (if most transaction costs charged to client)
Hourly fees may be charged for financial planning engagements; initial meeting is free. Specific hourly rates not stated.
Mc Lean, VA
Virginia
Aegis Capital Corp
2024 - Present (2 years)
UBS Financial Services, Inc
2023 - 2024 (1 year)
Self-Employed
2022 - 2023 (1 year)
US Patent Office
2021 - 2022 (1 year)
ProTask Inc.
2018 - 2021 (3 years)
Siemens Healthineers
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
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