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Reese Edward Hinton

Madrid Wealth Management

Scottsdale, AZ

CRD 6701500

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Employer firm

Madrid Wealth Management CRD 333331

$212M regulatory AUM 11 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Madrid Wealth Management

9400 Holly Ave Ne Bldg 4, Albuquerque, NM 87122 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-09-08
AZ RA APPROVED 2025-09-05
CA RA APPROVED 2025-08-11
TX RA APPROVED 2025-08-11
  • NM RA
    APPROVED
    Since 2025-09-08
  • AZ RA
    APPROVED
    Since 2025-09-05
  • CA RA
    APPROVED
    Since 2025-08-11
  • TX RA
    APPROVED
    Since 2025-08-11

Branch Locations

Scottsdale, AZ • 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
Charles Schwab & Co., Inc. Phoenix AZ 08/2016 05/2018
Schwab Private Client Investment Advisory, Inc. Phoenix AZ 05/2018 12/2019
Phoenician Wealth Management, Llc Glendale AZ 12/2019 05/2021
Redw Wealth Llc Albuquerque NM 05/2021 09/2023
Integrated Wealth Llc Scottsdale AZ 05/2024 09/2025
Reese Hinton, Sole Prop Scottsdale AZ 10/2023 04/2024
Edwards & Summers Certified Public Accountants, Plc Phoenix AZ 01/2025 05/2025
Madrid Wealth Management, Llc Albuquerque NM 08/2025 Present
  • 08/2016 → 05/2018
    Phoenix, AZ
  • 05/2018 → 12/2019
    Schwab Private Client Investment Advisory, Inc.
    Phoenix, AZ
  • 12/2019 → 05/2021
    Phoenician Wealth Management, Llc
    Glendale, AZ
  • 05/2021 → 09/2023
    Albuquerque, NM
  • 05/2024 → 09/2025
    Integrated Wealth Llc
    Scottsdale, AZ
  • 10/2023 → 04/2024
    Reese Hinton, Sole Prop
    Scottsdale, AZ
  • 01/2025 → 05/2025
    Edwards & Summers Certified Public Accountants, Plc
    Phoenix, AZ
  • 08/2025 → Present
    Madrid Wealth Management, Llc
    Albuquerque, NM
Previous Registrations
  • 2024-06-26 → 2025-09-17
    Integrated Wealth Llc
    Scottsdale, AZ
  • 2021-10-27 → 2023-10-02
    Phoenix, AZ
  • 2020-06-12 → 2021-06-22
    Phoenician Wealth Management, Llc
    Scottsdale, AZ
  • 2018-06-15 → 2019-12-18
    Phoenix, AZ
    Phoenix, AZ
  • 2017-10-18 → 2019-11-21
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-17
S63 Uniform Securities Agent State Law Examination 2016-12-13
  • S66 Uniform Combined State Law Examination
    2017-10-17
  • S63 Uniform Securities Agent State Law Examination
    2016-12-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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