Matthew Sanchez, financial advisor Fishers IN

Matthew Sanchez

CRD Number: 6252899
Current Firm: Biechele Royce Advisors, Inc.

Matthew Sanchez (CRD# 6252899) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Fishers, IN and has over 8 years of experience in the finance industry. Matthew Sanchez 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.

Similar Advisors
Thomas Hardin, financial advisor Fishers IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Similar Advisors
Scott A'hearn, financial advisor Fishers IN
Scott A'hearn
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
William Abbott, financial advisor Fishers IN
William C. Abbott
CRD# 6394717
Sanctuary Advisors, LLC
Professional Designations
Company Name Location Dates Years
Biechele Royce Advisors Fishers, IN Jul 2017 - Current 5
Td Ameritrade Indianapolis, IN Jan 2016 - Jul 2017 1
Charles Schwab Bank Newport Beach, CA Apr 2015 - Jan 2016 < 1
Charles Schwab & Company, Inc. Newport Beach, CA Nov 2013 - Jan 2016 2
Trilogy Financial Services, Inc. Irvine, CA Oct 2013 - Oct 2013 < 1
National Planning Corporation Santa Monica, CA Oct 2013 - Oct 2013 < 1
Unemployed Huntington Beach, CA Feb 2013 - Sep 2013 < 1
Toshiba Business Solutions Pico Rivera, CA Nov 2012 - Feb 2013 < 1
Century Business Solutions Irvine, CA Aug 2012 - Oct 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2014
S66 NASAA Uniform Combined State Law Examination Feb 2015
Contact Info for Matthew C. Sanchez
Phone Number: 317-913-7000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    503
    MILLIONS
  • Total Number of Accounts
    587
    ACCOUNTS
  • Average Account Value
    $857,473
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IN, KY, MO, OH

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.