Samuel H. Weitz

VICTORY CAPITAL MANAGEMENT

Boston, MA 02109

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CRD#: 6583540

Professional summary

Samuel Henry Weitz is a registered financial advisor currently at VICTORY CAPITAL MANAGEMENT INC. located in Boston, Massachusetts and VICTORY CAPITAL SERVICES, INC. located in Boston, Massachusetts.

Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Samuel has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

As of October 2024, Golf Associate for Matchplay Golf and Sports Lounge, located at 209 N Main St Suite 60, Andover, MA 01810. Responsibilities include running the winter golf league - will receive compensation for services. This is not investment related. Will devote sixty hours per month toward this activity - zero hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Henry Weitz'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

September 18, 2025 - Present

VICTORY CAPITAL MANAGEMENT INC.

Office #1: 60 State Street, Boston, MA 02109

RIA

CRD#: 106189

Boston, MA

Current

April 1, 2025 - Present

VICTORY CAPITAL SERVICES, INC.

Office #1: 60 State Street, Boston, MA 02109

CRD#: 37059

BOSTON, MA

Past

January 4, 2021 - April 25, 2025

AMUNDI ASSET MANAGEMENT US, INC.

RIA

CRD#: 107719

BOSTON, MA

Past

April 2, 2018 - December 31, 2020

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA

CRD#: 138756

BOSTON, MA

Past

March 27, 2018 - April 1, 2025

AMUNDI DISTRIBUTOR US, INC.

CRD#: 24497

BOSTON, MA

Past

May 8, 2017 - April 3, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

STONEHAM, MA

Past

January 24, 2017 - April 3, 2018

LPL FINANCIAL LLC

CRD#: 6413

STONEHAM, MA

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".

VICTORY CAPITAL MANAGEMENT INC.

CRD#: 106189 / SEC#: 801-46878

RIA

Registered Investment Advisory firm - (5/10/1994 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(4/1/2025)

Alaska
(4/1/2025)

Arizona
(4/1/2025)

Arkansas
(4/1/2025)

California
(4/1/2025)

Colorado
(4/1/2025)

Connecticut
(4/1/2025)

Delaware
(4/1/2025)

District of Columbia
(4/1/2025)

Florida
(4/1/2025)

Georgia
(4/1/2025)

Hawaii
(4/1/2025)

Idaho
(4/1/2025)

Illinois
(4/1/2025)

Indiana
(4/1/2025)

Iowa
(4/1/2025)

Kansas
(4/1/2025)

Kentucky
(4/1/2025)

Louisiana
(4/1/2025)

Maine
(4/1/2025)

Maryland
(4/1/2025)

Massachusetts
(4/1/2025)

Michigan
(4/1/2025)

Minnesota
(4/1/2025)

Mississippi
(4/1/2025)

Missouri
(4/1/2025)

Montana
(4/1/2025)

Nebraska
(4/1/2025)

Nevada
(4/1/2025)

New Hampshire
(4/1/2025)

New Jersey
(4/1/2025)

New Mexico
(4/1/2025)

New York
(4/1/2025)

North Carolina
(4/1/2025)

North Dakota
(4/1/2025)

Ohio
(4/1/2025)

Oklahoma
(4/1/2025)

Oregon
(4/1/2025)

Pennsylvania
(4/1/2025)

Puerto Rico
(4/1/2025)

Rhode Island
(4/1/2025)

South Carolina
(4/1/2025)

South Dakota
(4/1/2025)

Tennessee
(4/1/2025)

Texas
(4/1/2025)

IAR

Texas
(9/18/2025)

Utah
(4/1/2025)

Vermont
(4/1/2025)

Virginia
(4/1/2025)

Washington
(4/1/2025)

West Virginia
(4/1/2025)

Wisconsin
(4/1/2025)

Wyoming
(4/1/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/27/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/24/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VICTORY CAPITAL MANAGEMENT INC.

CRD#: 106189 / SEC#: 801-46878

RIA

Registered Investment Advisory firm - (5/10/1994 Approved)

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Contact information

Main Address

15935 La Cantera Pkwy, San Antonio, TX 78256

Mailing Address

Phone number

(877) 660-4400

Established

Firm type

Fiscal year end

# of Employees

460

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VICTORY CAPITAL MANAGEMENT ADV PART 2A - MARCH 2025 (4/8/2025)

Regulatory assets under management

Total Number of Accounts	2,566
AUM (Assets Under Management)	$ 152,291,202,954

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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Advisor Monitoring

Firm Stability Insights

Samuel H. Weitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Henry Weitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

VICTORY CAPITAL SERVICES, INC.

AMUNDI ASSET MANAGEMENT US, INC.

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

AMUNDI DISTRIBUTOR US, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

VICTORY CAPITAL MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/27/2017

SIE

Date: 10/1/2018

Series 7

Date: 1/24/2017

FINRA

Current Firm

VICTORY CAPITAL MANAGEMENT INC.

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VICTORY CAPITAL MANAGEMENT INC.

TRUST BUT VERIFY

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