Mitchell Reiner (CRD# 4813240) is an Investment Advisor Representative working at Wela Strategies, Inc. in Atlanta, GA and has over 18 years of experience in the finance industry. Mitchell Reiner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wela Strategies, Inc. | Atlanta, GA | Feb 2017 - Current | 7 |
| Mam Group, LLC | Atlanta, GA | Dec 2013 - Current | 10 |
| New Year Management, LLC | Atlanta, GA | Dec 2013 - Current | 10 |
| Mare | Altanta, GA | Dec 2013 - Current | 10 |
| Capital Investment Advisors, LLC | Atlanta, GA | Oct 2010 - Current | 13 |
| Capital Accounting & Tax, LLC | Atlanta, GA | Jan 2009 - Current | 15 |
| Altera Private Access, LLC | Atlanta, GA | Nov 2016 - Dec 2023 | 7 |
| Capital Accounting & Tax, LLC | Atlanta, GA | Jan 2009 - Jun 2023 | 14 |
| Benjamin Technology, Inc. | Wilmington, DE | May 2020 - Mar 2023 | 2 |
| Benjamin, LLC | Atlanta, GA | Oct 2018 - Mar 2023 | 4 |
| Altera Advisors, LLC | Atlanta, GA | Nov 2016 - Jun 2022 | 5 |
| Wela Strategies, LLC | Atlanta, GA | Jun 2008 - Feb 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- GA
-
Total Assets Under Management227MILLIONS
-
Total Number of Accounts1,802ACCOUNTS
-
Average Account Value$126,247
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
AL, AZ, CA, CO, FL, GA, LA, NC, NY, OH, PA, SC, TN, TX, VA, WA
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