Osaic, a provider of wealth management strategies, has announced that O’Reilly has joined Millenia Investments and affiliated with Osaic. Led by Patrick O’Reilly, the Chesterfield, Missouri-based firm oversees approximately $250 million in client assets and was previously affiliated with LPL Financial.
Founded by Patrick O’Reilly’s father, Michael, O’Reilly has served the greater St. Louis community for more than 50 years. The firm provides financial guidance to private investors, professionals, small and midsized business owners and ERISA retirement plans. O’Reilly has joined Millenia Investments as a financial adviser, while Carrie Wyatt has joined as a service advisor support specialist.
The announcement marks a full-circle moment for the two firms. Michael O’Reilly was one of Millenia Investments President Stephen Serati’s earliest mentors, and Serati previously served as Michael’s first succession partner before Patrick joined the family business
