Matthew Reakus (CRD# 6333727) is an Investment Advisor Representative working at Sowell Management in Marlton, NJ and has over 9 years of experience in the finance industry. Matthew Reakus 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sowell Management Services | North Little Rock, AR | Feb 2018 - Current | 6 |
| American Portfolios Advisors, Inc. | Holbrook, NY | Dec 2016 - Feb 2018 | 1 |
| Mercer Global Advisors Inc. | Radnor, PA | Feb 2016 - Dec 2016 | < 1 |
| Mercer Global Advisors Inc. | Radnor, PA | Sep 2015 - Jan 2016 | < 1 |
| Mercer Global Advisors Inc. | Radnor, PA | Apr 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management3,329MILLIONS
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Total Number of Accounts13,257ACCOUNTS
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Average Account Value$251,143
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