Christopher Matthew Pataky
Investment adviser representative at Capital Investment Advisors, LLC
17 yearsExperience
2 statesRegistered in
$8.2BFirm assets
15 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Capital Investment Advisors, LLCMar 2019 to now
- Bank of America, N.A.Nov 2017 to Mar 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2017 to Mar 2019
- Charles Schwab BankJul 2011 to Sep 2017
- Charles Schwab & Co., Inc.Nov 2009 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Capital Investment Advisors, LLC
$8.2BAssets managed
6,014Clients
59Advisers
15 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
- 5625848
- Firm CRD
- 158055