Crystal Matlock has been an investment adviser representative at Reston Wealth Management since November 2016, and is not listed among the firm’s executive officers or direct owners.
Reston Wealth Management, LLC. is a Reston, VA firm with $590M under management, 491 clients and 3 advisers in one office, as of its March 2026 filing.
Crystal Matlock’s longest registration is the current one, 9 years at Reston Wealth Management since 2016. Before joining Reston Wealth Management in 2016, Crystal Matlock was registered through American Express Financial Advisors, Inc.
- Reston Wealth ManagementCurrent– present · 9 yearsReston, VA · Adviser representative · Firm CRD 148816
- American Express Financial Advisors, Inc.– · 1 yearVienna, VA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Crystal Matlock is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2016; the most recent is Texas, in January 2026.
- TexasResidentSince 16 January 2026
- VirginiaSince 21 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 November 2016 |
| Series 66 | Uniform Combined State Law Examination | 10 August 2000 |
| Series 7 | General Securities Representative Examination | 17 May 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Crystal Renee Matlock
- CRD
- 2585322
- Firm
- Reston Wealth Management · CRD 148816
- Office
- 1984 Isaac Newton Sq W, Ste 107, Reston, VA 20190
- Registration
- Investment adviser registration
- In the industry since
- April 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Crystal Matlock work?
Crystal Matlock is an investment adviser representative registered through Reston Wealth Management, LLC. since November 2016, and is not listed among the firm’s executive officers or direct owners.
Is Crystal Matlock a financial advisor?
Yes. Crystal Matlock has a current investment-adviser registration in Texas and Virginia, through Reston Wealth Management since November 2016.
How many years of experience does Crystal Matlock have?
Crystal Matlock has 25 years in the financial industry, since April 2001, across 2 adviser firms.
What exams has Crystal Matlock passed?
Crystal Matlock has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in May 2000. FINRA credited Crystal Matlock with the SIE, which began in October 2018.
Where did Crystal Matlock work before Reston Wealth Management?
Before Reston Wealth Management, Crystal Matlock was registered through American Express Financial Advisors, Inc., November 2000 to August 2002.
Where is Crystal Matlock based?
Crystal Matlock’s registered office is in Reston, VA.
Is Crystal Matlock registered with FINRA?
No. Crystal Matlock has no current broker registration.
How can I verify Crystal Matlock’s record?
Search CRD 2585322 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Crystal Matlock’s full registration record.