MR
Matthew Ross Reiner
CRD 5688606
Certified Financial Planner
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Capital Investment Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Capital Investment Advisors, Llc
Trustee · GP / trustee / elected manager · Nov 2024
-
Capital Investment Advisors, Llc
Managing Partner · Less than 5% · Nov 2024
-
Altera Private Access, Llc
Trustee Of Members · 25% – 50% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗