Matthew W. Donley
Professional summary
Matthew William Donley, who also goes by Matt William Donley, Matthew Donley, is a registered financial advisor currently at CAPITAL INVESTMENT ADVISORS, LLC located in Phoenix, Arizona.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew William Donley's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 2026 - Present
CAPITAL INVESTMENT ADVISORS, LLC
Office #1: 2141 East Camelback Road Suite 205, Phoenix, AZ 85016November 30, 2020 - December 31, 2024
VANGUARD ADVISERS, INC.
November 5, 2020 - June 9, 2026
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
CAPITAL INVESTMENT ADVISORS, LLC
CRD#: 158055 / SEC#: 801-72532
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/30/2026)
Exams
Series 7TO
Date: 11/5/2020
General Securities Representative ExaminationCurrent Firm
CAPITAL INVESTMENT ADVISORS, LLC
CRD#: 158055 / SEC#: 801-72532
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,529 |
| AUM (Assets Under Management) | $ 6,298,397,792 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2025 | ||
| 10/15/2024 | ||
| 10/24/2023 |
Red Flags
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