Samuel G. Reilly
Professional summary
Samuel Garret Reilly, who also goes by Sam Reilly, is a registered financial advisor currently at VOYA INVESTMENT MANAGEMENT CO. LLC located in Arlington, Virginia and VOYA INVESTMENTS DISTRIBUTOR, LLC located in Pembroke, Massachusetts.
Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Samuel has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Garret Reilly's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 20, 2025 - Present
VOYA INVESTMENT MANAGEMENT CO. LLC
May 20, 2025 - Present
VOYA INVESTMENTS DISTRIBUTOR, LLC
October 4, 2023 - May 26, 2025
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
September 21, 2023 - May 26, 2025
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
August 16, 2023 - September 20, 2023
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
July 14, 2023 - September 20, 2023
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
Primary Firm SEC Registration
VOYA INVESTMENT MANAGEMENT CO. LLC
CRD#: 106494 / SEC#: 801-9046
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 7/14/2023
General Securities Representative ExaminationFINRA
Current Firm
VOYA INVESTMENT MANAGEMENT CO. LLC
CRD#: 106494 / SEC#: 801-9046
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,261 |
| AUM (Assets Under Management) | $ 253,808,191,665 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/05/2025 | ||
| 11/26/2024 | ||
| 10/26/2023 |
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.