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Reese Hinton

CIO & Wealth Advisor at Madrid Wealth Management in Scottsdale, AZ

Investment adviser registrationUpdated

Reese Hinton is CIO & Wealth Advisor of Madrid Wealth Management, LLC, an investment adviser managing $212M, and works from its Scottsdale, AZ office. Reese Hinton has been registered as an investment adviser representative through Madrid Wealth Management since 11 August 2025, has 8 years in the industry across 6 firms and has passed the Series 7, Series 63 and Series 66.

8
Years in industry
1
Years at firm
6
Adviser firms
4
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Reese Hinton has been CIO & Wealth Advisor of Madrid Wealth Management since January 2026, is a control person of the firm and directly owns between 10% and 25% of it.

Madrid Wealth Management, LLC is an Albuquerque, NM firm with $212M under management, 128 clients and 4 advisers across 2 offices, as of its July 2026 filing.

Reese Hinton is Chief Investment Officer/Wealth Advisor of Madrid Wealth Management, based in Albuquerque, New Mexico. He provides wealth management for individuals, families and business owners. His experience spans roles at Charles Schwab and a regional CPA/RIA firm, and he founded his own investment advisory firm.

Reese Hinton’s longest registration was 2 years at Charles Schwab & Co., Inc. (2017–2019). Before joining Madrid Wealth Management in 2025, Reese Hinton was registered through Integrated Wealth LLC and Redw Wealth LLC.

  1. – present · 1 year
    Scottsdale, AZ · Adviser representative · Firm CRD 333331
  2. Integrated Wealth LLC
    – · 1 year
    Scottsdale, AZ · Adviser representative · Firm CRD 331791
  3. Redw Wealth LLC
    – · 1 year
    Phoenix, AZ · Adviser representative · Firm CRD 109446
  4. Phoenician Wealth Management, LLC
    – · 1 year
    Scottsdale, AZ · Adviser representative · Firm CRD 309190
  5. Schwab Private Client Investment Advisory, Inc.
    – · 1 year
    Phoenix, AZ · Adviser representative · Firm CRD 159035
  6. Charles Schwab & Co., Inc.
    – · 2 years
    Phoenix, AZ · Adviser representative · Firm CRD 5393

Credentials and registrations

Professional designations

Listed by Madrid Wealth Management

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Investment adviser representative registrations

Reese Hinton is registered as an investment adviser representative in 4 states. The first approvals date from August 2025; the most recent is New Mexico, in September 2025.

  • ArizonaSince 5 September 2025
  • CaliforniaSince 11 August 2025
  • New MexicoSince 8 September 2025
  • TexasSince 11 August 2025

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6617 October 2017
Name
Uniform Combined State Law Examination
Series 6313 December 2016
Name
Uniform Securities Agent State Law Examination
Series 77 December 2016
Name
General Securities Representative Examination

Key facts

Full name
Reese Edward Hinton
CRD
6701500
Firm
Madrid Wealth Management · CRD 333331
Role
CIO & Wealth Advisor
Office
Scottsdale, AZ
Registration
Investment adviser registration
In the industry since
June 2018
Disciplinary history
Not yet shown here · SEC record
Firm bio
madridwm.com

Common questions

Where does Reese Hinton work?

Reese Hinton has been CIO & Wealth Advisor of Madrid Wealth Management, LLC since January 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 13 July 2026

Is Reese Hinton a financial advisor?

Yes. Reese Hinton has a current investment-adviser registration in Arizona, California, New Mexico and Texas, through Madrid Wealth Management since August 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Reese Hinton have?

Reese Hinton has 8 years in the financial industry, since June 2018, across 6 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Reese Hinton passed?

Reese Hinton has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 2016. FINRA credited Reese Hinton with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Reese Hinton work before Madrid Wealth Management?

Before Madrid Wealth Management, Reese Hinton was registered through Redw Wealth LLC, October 2021 to October 2023; Phoenician Wealth Management, LLC, June 2020 to June 2021; Schwab Private Client Investment Advisory, Inc., June 2018 to December 2019; Charles Schwab & Co., Inc., October 2017 to November 2019.

Source: IAPD individual record, checked 22 October 2026

Where is Reese Hinton based?

Reese Hinton’s registered office is in Scottsdale, AZ.

Source: IAPD individual record, checked 22 October 2026

Is Reese Hinton registered with FINRA?

No. Reese Hinton has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Reese Hinton a CFP?

Madrid Wealth Management lists Reese Hinton with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: Reese Hinton biography, madridwm.com

How can I verify Reese Hinton’s record?

Search CRD 6701500 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Reese Hinton’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Madrid Wealth Management

Sources

  1. IAPD individual record, CRD 6701500, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Madrid Wealth Management, LLC, filed 13 July 2026. Title, control and ownership bands.
  3. Madrid Wealth Management team page. Biography, education, credentials, awards.