Cetera Investment Advisers
41yrs
Top advisor by experience in Fishkill
6yrs
Daniel O'Reilly
Full name on record: Daniel John O'Reilly
Financial advisor at Ameriprise Financial Services
Based in Fishkill, New York, Daniel O'Reilly is a fiduciary financial advisor with 6 years of industry experience. Daniel has been with Ameriprise Financial Services since 2022; before that, Daniel spent a year at Gary Goldberg Planning Services. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 41 advisors with offices in Fishkill, and one of 35 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office300 Westage Business Center Dr Suite 370, Fishkill, NY 12524
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowAmeriprise Financial Services, LLCCurrent firm
- Jun 2021 – Mar 2022Gary Goldberg Planning ServicesPreviously
Contact Daniel
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Daniel. 300 Westage Business Center Dr Suite 370Fishkill, NY 12524Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Daniel O'Reilly. Daniel works from the Fishkill, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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