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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

SAMUEL HENRY WEITZ

Advisor at VICTORY CAPITAL MANAGEMENT INC.

Boston, MA | SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:77a77fc2-e76c-805b-8b80-2211c816d9ee

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 8, 2017 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VICTORY CAPITAL MANAGEMENT INC.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 27, 2017
First registration: May 8, 2017
Dual registered: yes, broker-dealer
IAPD individual key: 6583540

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VICTORY CAPITAL MANAGEMENT INC.	Asset manager	Sep 18, 2025	n/a	yes	Boston, MA\|SAN ANTONIO, TX	Current employment
AMUNDI ASSET MANAGEMENT US, INC.	Former SEC adviser	Jan 4, 2021	Apr 25, 2025	no	BOSTON, MA	Previous registration
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Former SEC adviser	Apr 2, 2018	Dec 31, 2020	no	BOSTON, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 8, 2017	Apr 3, 2018	no	STONEHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMUNDI ASSET MANAGEMENT US, INC.	VICTORY CAPITAL MANAGEMENT INC.	Apr 25, 2025	Sep 18, 2025	146	Bulk transfer	Other
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	AMUNDI ASSET MANAGEMENT US, INC.	Dec 31, 2020	Jan 4, 2021	4	Bulk transfer	Other
LPL FINANCIAL LLC	AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Apr 3, 2018	Apr 2, 2018	-1	Firm change	Other

Relationships

Registered with (4)

→ VICTORY CAPITAL MANAGEMENT INC.Registered adviserregistration: current employment
Sep 18, 2025 to presentfactForm ADV
→ AMUNDI ASSET MANAGEMENT US, INC.Registered adviserregistration: previous registration
Jan 4, 2021 to Apr 25, 2025factForm ADV
→ AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 2, 2018 to Dec 31, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 8, 2017 to Apr 3, 2018factForm ADV

Dated events

No dated event names this entity yet.