Peter M Reilly
Investment adviser representative at Trajan Wealth, L.L.C.
13 yearsExperience
1 stateRegistered in
$2.6BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Trajan Wealth, L.L.C.Feb 2024 to now
- Nationwide Investment Services CorporationDec 2016 to now
- R. Cubed CapitalDec 2020 to Dec 2023
- Anchor Capital Advisors, LLCJun 2018 to Dec 2020
- G.distributors, LLCDec 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2830225
- Firm CRD
- 158847