Matthew Aaron Clark
Investment adviser representative at Capital Investment Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.2BFirm assets
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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
13 years in the industry.
- Capital Investment Advisors, LLCJan 2021 to now
- UnemployedOct 2020 to Dec 2020
- Howard Capital ManagementApr 2018 to Sep 2020
- Lindner Capital Advisors, IncJan 2017 to Apr 2018
- MML Investors Services, LLCSep 2014 to Jan 2017
- Massachusetts Mutual Life Insurance CoJun 2013 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6019070
- Firm CRD
- 158055