Matthew Sanes, financial advisor Plantation FL

Matthew Sanes

CRD Number: 5999673
Current Firm: Fortitude Advisory Group LLC

Matthew Sanes (CRD# 5999673) is an Investment Advisor Representative working at Fortitude Advisory Group LLC in Plantation, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Argentus Advisors, LLC Dallas, TX Jan 2012 - Current 9
Wealth Innovations, LLC Plantation, FL Jul 2009 - Current 11
Leveraged Solutions, LLC Plantation, FL Jul 2008 - Current 12
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: 253-470-4977
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    905
    ACCOUNTS
  • Average Account Value
    $191,108
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

AZ, CA, FL, NJ, NV, NY, TX, WA, WI

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