Myles O'Reilly has been an investment adviser representative at Navigation Wealth Management since August 2018, and is not listed among the firm’s executive officers or direct owners.
Navigation Wealth Management, Inc. is a Fort Collins, CO firm with $103M under management, 962 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Myles O'Reilly is an Investment Advisor Representative of Navigation Wealth Management. He has provided retirement advice to clients since 2003, including guidance on Social Security and pension options. He explains investment strategies in common language and builds retirement plans with a proactive risk management strategy.
Myles O'Reilly’s longest registration is the current one, 8 years at Navigation Wealth Management since 2018. Before joining Navigation Wealth Management in 2018, Myles O'Reilly was registered through Retirement Wealth Advisors, Inc. and Horter Investment Management, LLC.
- Navigation Wealth ManagementCurrent– present · 8 yearsFort Collins, CO · Adviser representative · Firm CRD 282640
- Retirement Wealth Advisors, Inc.– · 3 yearsFort Collins, CO · Adviser representative · Firm CRD 137658
- Horter Investment Management, LLC– · 2 yearsFort Collins, CO · Adviser representative · Firm CRD 119880
- Brookstone Capital Management LLC– · under a yearFort Collins, CO · Adviser representative · Firm CRD 141413
- Valic Financial Advisors, Inc.– · 3 yearsLakewood, CO · Adviser representative · Firm CRD 42803
- First Financial Advisors, LLC– · under a yearChesterfield, MO · Adviser representative · Firm CRD 134897
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearLadue, MO · Adviser representative · Firm CRD 7691
- UBS Financial Services Inc.– · under a yearSt. Louis, MO · Adviser representative · Firm CRD 8174
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 5 January 2006 |
| Series 7 | General Securities Representative Examination | 15 December 2005 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Myles Patrick O'Reilly
- CRD
- 5048874
- Firm
- Navigation Wealth Management · CRD 282640
- Office
- 2038 CARIBOU DRIVE, SUITE 100, Fort Collins, CO 80525
- Registration
- Investment adviser registration
- In the industry since
- August 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- navwm.com
Where does Myles O'Reilly work?
Myles O'Reilly is an investment adviser representative registered through Navigation Wealth Management, Inc. since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Myles O'Reilly a financial advisor?
Yes. Myles O'Reilly has a current investment-adviser registration, through Navigation Wealth Management since August 2018.
How many years of experience does Myles O'Reilly have?
Myles O'Reilly has 20 years in the financial industry, since August 2006, across 8 adviser firms.
What exams has Myles O'Reilly passed?
Myles O'Reilly has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2005.
Where did Myles O'Reilly work before Navigation Wealth Management?
Before Navigation Wealth Management, Myles O'Reilly was registered through Retirement Wealth Advisors, Inc., October 2014 to August 2018; Horter Investment Management, LLC, July 2012 to August 2014; Brookstone Capital Management LLC, January 2012 to July 2012; Valic Financial Advisors, Inc., March 2008 to January 2012; First Financial Advisors, LLC, January 2008 to March 2008; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2006 to January 2008; UBS Financial Services Inc., January 2006 to June 2006.
Where is Myles O'Reilly based?
Myles O'Reilly’s registered office is in Fort Collins, CO.
Is Myles O'Reilly registered with FINRA?
No. Myles O'Reilly has no current broker registration.
How can I verify Myles O'Reilly’s record?
Search CRD 5048874 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Myles O'Reilly’s full registration record.
