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RIA / WealthAdvisor29 years in industry

PETER M REILLY

Advisor at TRAJAN WEALTH, L.L.C.

SCOTTSDALE, AZ | The Woodlands, TX

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Search this name across graphsid dfx:ria:e1b4959e-d9a4-90f3-e104-3616fda5f312

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 12, 2005 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: TRAJAN WEALTH, L.L.C.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 18, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Dec 18, 1996
First registration: Jul 12, 2005
Dual registered: no
Other names: PETER MCANDREW REILLY
IAPD individual key: 2830225

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
TRAJAN WEALTH, L.L.C.	Independent wealth	Feb 14, 2024	n/a	yes	SCOTTSDALE, AZ\|The Woodlands, TX	Current employment
ANCHOR CAPITAL ADVISORS LLC	Mixed wealth	Dec 19, 2019	Dec 8, 2020	no	The Woodlands, TX	Previous registration
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Former SEC adviser	Apr 20, 2006	Dec 6, 2013	no	BOSTON, MA	Previous registration
AMUNDI ASSET MANAGEMENT US, INC.	Former SEC adviser	Jul 12, 2005	Apr 20, 2006	no	BOSTON, 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
ANCHOR CAPITAL ADVISORS LLC	TRAJAN WEALTH, L.L.C.	Dec 8, 2020	Feb 14, 2024	1,163	Firm change after gap	RIA to RIA
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	ANCHOR CAPITAL ADVISORS LLC	Dec 6, 2013	Dec 19, 2019	2,204	Firm change after gap	Other
AMUNDI ASSET MANAGEMENT US, INC.	AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Apr 20, 2006	Apr 20, 2006	0	Bulk transfer	Other

Relationships

Registered with (4)

→ TRAJAN WEALTH, L.L.C.Registered adviserregistration: current employment
Feb 14, 2024 to presentfactForm ADV
→ ANCHOR CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Dec 19, 2019 to Dec 8, 2020factForm ADV
→ AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 20, 2006 to Dec 6, 2013factForm ADV
→ AMUNDI ASSET MANAGEMENT US, INC.Registered adviserregistration: previous registration
Jul 12, 2005 to Apr 20, 2006factForm ADV

Dated events

No dated event names this entity yet.