Matthew SaneholtzCRD Number: 4567961
Current Firm: Tobias Financial Advisors
Matthew Saneholtz (CRD# 4567961) is an Investment Advisor Representative working at Tobias Financial Advisors in Plantation, FL and has 1 year of experience in the finance industry. Matthew Saneholtz 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.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Tobias Financial Advisors||Plantation, FL||Oct 2005 - Current||12|
Total Assets Under Management240MILLIONS
Total Number of Accounts743ACCOUNTS
Average Account Value$322,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NY, TX