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Matthew James Reynolds

Calton & Associates, Inc.

Tampa, FL

Tampa, FL

Boise, ID

CRD 7589846

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Employer firm

Calton & Associates, Inc. CRD 20999

$1.58B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Calton & Associates, Inc.

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-02-13
  • ID RA
    APPROVED
    Since 2026-02-13

Branch Locations

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

1215 S Maple Grove Road, Boise, ID 83709 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Calton & Associates, Inc. Tampa FL 02/2025 02/2026
Reynolds Financial Boise ID 01/2024 02/2025
Life Wc Boise ID 06/2018 09/2020
Northwest Nazarene University Nampa ID 08/2019 05/2023
Mid-America Christian University Oklahoma City OK 08/2023 05/2024
Mountain View High School Meridian ID 08/2015 06/2019
Calton & Associates, Inc. Tampa FL 02/2026 Present
Calton & Associates, Inc. Tampa FL 02/2026 Present
  • 02/2025 → 02/2026
    Calton & Associates, Inc.
    Tampa, FL
  • 01/2024 → 02/2025
    Reynolds Financial
    Boise, ID
  • 06/2018 → 09/2020
    Life Wc
    Boise, ID
  • 08/2019 → 05/2023
    Northwest Nazarene University
    Nampa, ID
  • 08/2023 → 05/2024
    Mid-America Christian University
    Oklahoma City, OK
  • 08/2015 → 06/2019
    Mountain View High School
    Meridian, ID
  • 02/2026 → Present
    Calton & Associates, Inc.
    Tampa, FL
  • 02/2026 → Present
    Calton & Associates, Inc.
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-12
  • S66 Uniform Combined State Law Examination
    2026-02-12

View on SEC IAPD

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