Matthew Reiter, financial advisor Fort Worth TX
93 score

Matthew Reiter

CRD Number: 5553051
Current Firm: Whitley Penn Financial, L.l.p.

Matthew Reiter (CRD# 5553051) is an Investment Advisor Representative working at Whitley Penn Financial, L.l.p. in Fort Worth, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Whitley Penn Financial, LLP Fort Worth, TX Feb 2008 - Current 8
Whitley Penn Fort Worth, TX Aug 2003 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Matthew A. Reiter
Phone Number: 817-259-9100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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