Matthew Sanes, financial advisor Plantation FL
90 score

Matthew Sanes

CRD Number: 5999673
Current Firm: Argentus Advisors, LLC

Matthew Sanes (CRD# 5999673) is an Investment Advisor Representative working at Argentus Advisors, LLC in Plantation, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Argentus Advisors, LLC Dallas, TX Jan 2012 - Current 4
Wealth Innovations, LLC Plantation, FL Jul 2009 - Current 7
Leveraged Solutions, LLC Plantation, FL Jul 2008 - Current 8
Argentus Securities, LLC Dallas, TX Nov 2011 - Dec 2013 2
Summit Alliance Leveraged Solutions, LLC Plantation, FL Oct 2008 - Feb 2012 3
Advanced Planning Services Plantation, FL Jan 2006 - Jul 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Matthew D. Sanes
Phone Number: 972-663-4300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    339
    MILLIONS
  • Total Number of Accounts
    1,595
    ACCOUNTS
  • Average Account Value
    $212,410
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MA, MI, MN, MS, MT, NC, NE, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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