Peter M. Reilly

TRAJAN WEALTH, L.L.C.

The Woodlands, TX 77380

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CRD#: 2830225

Professional summary

Peter M Reilly, who also goes by Peter Mcandrew Reilly, is a registered financial advisor currently at TRAJAN WEALTH, L.L.C. located in The Woodlands, Texas.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Peter has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Mcandrew Reilly

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter M Reilly's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 14, 2024 - Present

TRAJAN WEALTH, L.L.C.

Office #1: 1790 Hughes Landing Blvd Suite 468, The Woodlands, TX 77380

RIA

CRD#: 158847

The Woodlands, TX

Past

December 19, 2019 - December 8, 2020

ANCHOR CAPITAL ADVISORS LLC

RIA

CRD#: 105540

The Woodlands, TX

Past

December 22, 2016 - January 5, 2018

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

December 10, 2013 - December 5, 2016

G.DISTRIBUTORS, LLC

CRD#: 155071

RYE, NY

Past

April 20, 2006 - December 6, 2013

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA

CRD#: 138756

BOSTON, MA

Past

July 12, 2005 - April 20, 2006

AMUNDI ASSET MANAGEMENT US, INC.

RIA

CRD#: 107719

BOSTON, MA

Past

June 28, 2004 - December 6, 2013

AMUNDI DISTRIBUTOR US, INC.

CRD#: 24497

BOSTON, MA

Past

May 14, 2004 - June 1, 2004

ENGROUP SECURITIES LLC

CRD#: 125079

EAST FALMOUTH, MA

Past

May 9, 2001 - December 10, 2001

MANULIFE WOOD LOGAN, INC.

CRD#: 19177

STAMFORD, CT

Past

August 18, 1999 - February 9, 2001

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

January 17, 1997 - July 29, 1999

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRAJAN WEALTH, L.L.C.

TRAJAN WEALTH, L.L.C. | VALLEY FINANCIAL WEALTH MANAGEMENT, L.L.C.

CRD#: 158847 / SEC#: 801-100392

RIA

Registered Investment Advisory firm - (6/29/2015 Approved)

California

Registered Investment Advisory firm - (5/25/2016 Terminated)

Colorado

Registered Investment Advisory firm - (4/28/2016 Terminated)

Texas

Registered Investment Advisory firm - (11/14/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/11/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/18/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/21/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/16/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRAJAN WEALTH, L.L.C.

TRAJAN WEALTH, L.L.C. | VALLEY FINANCIAL WEALTH MANAGEMENT, L.L.C.

CRD#: 158847 / SEC#: 801-100392

RIA

Registered Investment Advisory firm - (6/29/2015 Approved)

California

Registered Investment Advisory firm - (5/25/2016 Terminated)

Colorado

Registered Investment Advisory firm - (4/28/2016 Terminated)

Texas

Registered Investment Advisory firm - (11/14/2012 Terminated)

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Contact information

Main Address

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255

Mailing Address

Phone number

(480) 990-3300

Established

Firm type

Fiscal year end

# of Employees

125

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A (8/21/2025)

Regulatory assets under management

Total Number of Accounts	15,595
AUM (Assets Under Management)	$ 1,969,683,196

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Peter M. Reilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter M Reilly's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANCHOR CAPITAL ADVISORS LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

G.DISTRIBUTORS, LLC

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

AMUNDI ASSET MANAGEMENT US, INC.

AMUNDI DISTRIBUTOR US, INC.

ENGROUP SECURITIES LLC

MANULIFE WOOD LOGAN, INC.

EQUITABLE DISTRIBUTORS, LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

TRAJAN WEALTH, L.L.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/11/2005

Series 63

Date: 12/18/1996

SIE

Date: 1/5/2018

Series 7

Date: 4/21/2004

Series 6

Date: 1/16/1997

Current Firm

TRAJAN WEALTH, L.L.C.

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRAJAN WEALTH, L.L.C.

TRUST BUT VERIFY

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