Alisha Reilly has been an investment adviser representative at Ascentis Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners.
Ascentis Wealth Management, LLC is a Dallas, TX firm with $596M under management, 259 clients and 5 advisers in one office, as of its May 2026 filing.
Alisha Reilly’s longest registration was 5 years at LGT Financial Advisors LLC (2013–2018). Before joining Ascentis Wealth Management in 2025, Alisha Reilly was registered through Org Partners and LGT Financial Advisors LLC.
- – present · 1 yearDallas, TX · Adviser representative · Firm CRD 330923
- Org Partners– · 1 yearDallas, TX · Adviser representative · Firm CRD 312728
- LGT Financial Advisors LLC– · 1 yearDallas, TX · Adviser representative · Firm CRD 111575
- Lido Advisors, LLC– · 2 yearsDallas, TX · Adviser representative · Firm CRD 269866
- Lido Advisors– · 2 yearsDallas, TX · Adviser representative · Firm CRD 119540
- LGT Financial Advisors LLC– · 5 yearsDallas, TX · Adviser representative · Firm CRD 111575
Investment adviser representative registrations
Alisha Reilly is registered as an investment adviser representative in Texas, since February 2025.
- TexasSince 19 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 26 October 2012 |
| Series 66 | Uniform Combined State Law Examination | 20 January 2012 |
| Series 7 | General Securities Representative Examination | 4 November 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alisha Zianne Reilly
- CRD
- 5784566
- Firm
- Ascentis Wealth Management · CRD 330923
- Office
- 5001 SPRING VALLEY RD, SUITE 810W, Dallas, TX 75244
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Alisha Reilly work?
Alisha Reilly is an investment adviser representative registered through Ascentis Wealth Management, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Alisha Reilly a financial advisor?
Yes. Alisha Reilly has a current investment-adviser registration in Texas, through Ascentis Wealth Management since February 2025.
How many years of experience does Alisha Reilly have?
Alisha Reilly has 12 years in the financial industry, since September 2014, across 5 adviser firms.
What exams has Alisha Reilly passed?
Alisha Reilly has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in November 2011. FINRA credited Alisha Reilly with the SIE, which began in October 2018.
Where did Alisha Reilly work before Ascentis Wealth Management?
Before Ascentis Wealth Management, Alisha Reilly was registered through LGT Financial Advisors LLC, August 2021 to July 2023; Lido Advisors, LLC, July 2015 to June 2018; Lido Advisors, March 2013 to July 2015; LGT Financial Advisors LLC, January 2013 to November 2018.
Where is Alisha Reilly based?
Alisha Reilly’s registered office is in Dallas, TX.
Is Alisha Reilly registered with FINRA?
No. Alisha Reilly has no current broker registration.
How can I verify Alisha Reilly’s record?
Search CRD 5784566 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alisha Reilly’s full registration record.
- Michael MansurPresident
- Matthew ReynoldsChief Compliance Officer
- Catherine BaileyDirector
- Clinton SorensonChief Investment Officer