Matthew Reiner has been Managing Partner of Capital Investment Advisors since June 2013, is a control person of the firm and directly owns under 5% of it. Matthew Reiner holds a BBA in Finance from W.P. Carey School of Business, Arizona State University.
Capital Investment Advisors, LLC is an Atlanta, GA firm with $8.21B under management, 6,014 clients and 55 advisers across 7 offices, as of its August 2026 filing.
Matt Reiner is Managing Partner of Capital Investment Advisors. Before joining CIA in 2009, he worked with Bank of America in Boston and with Charles Schwab in Phoenix. As a Senior Investment Advisor, he works with clients on investment goals before and in retirement, and he is an active participant on the investment committee.
Matthew Reiner’s longest registration was 16 years at Wela Strategies, Inc. (2009–2025). Before joining Capital Investment Advisors in 2011, Matthew Reiner was registered through Wela Strategies, Inc. and Capital Investment Advisors LLC.
- – present · 15 yearsAtlanta, GA · Adviser representative · Firm CRD 158055
- Wela Strategies, Inc.– · 16 yearsAtlanta, GA · Adviser representative · Firm CRD 147762
- Capital Investment Advisors LLC– · 2 yearsAtlanta, GA · Adviser representative · Firm CRD 108413
Professional designations
Listed by Capital Investment Advisors
- CFA® Charterholder
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Matthew Reiner is registered as an investment adviser representative in 2 states. The first approvals date from July 2011; the most recent is Georgia, in August 2011.
- GeorgiaSince 1 August 2011
- TexasSince 25 July 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 July 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Ross Reiner
- CRD
- 5688606
- Firm
- Capital Investment Advisors · CRD 158055
- Role
- Managing Partner
- Office
- 10 GLENLAKE PARKWAY, NORTH TOWER, SUITE 1000, Atlanta, GA 30328
- Registration
- Investment adviser registration
- In the industry since
- July 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yourwealth.com
Where does Matthew Reiner work?
Matthew Reiner has been Managing Partner of Capital Investment Advisors, LLC since June 2013, and is a control person of the firm.
Is Matthew Reiner a financial advisor?
Yes. Matthew Reiner has a current investment-adviser registration in Georgia and Texas, through Capital Investment Advisors since July 2011.
How many years of experience does Matthew Reiner have?
Matthew Reiner has 17 years in the financial industry, since July 2009, across 3 adviser firms.
What exams has Matthew Reiner passed?
Matthew Reiner passed the Series 65 in July 2009.
Where is Matthew Reiner based?
Matthew Reiner’s registered office is in Atlanta, GA.
Is Matthew Reiner registered with FINRA?
No. Matthew Reiner has no current broker registration.
Is Matthew Reiner a CFP?
Capital Investment Advisors lists Matthew Reiner with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
Is Matthew Reiner a CFA charterholder?
Capital Investment Advisors lists Matthew Reiner with the CFA credential (“CFA® Charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Matthew Reiner’s record?
Search CRD 5688606 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Reiner’s full registration record.
