Matthew Sanchez (CRD# 6082699) is an Investment Advisor Representative working at Ivy League Financial Advisors LLC in Rockville, MD and has over 3 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ivy League Financial Advisors LLC | Rockville, MD | Sep 2019 - Current | 4 |
| The Wealth Consulting Group | Las Vegas, NV | Oct 2017 - Sep 2019 | 1 |
| Pinnacle Advisory Group | Columbia, MD | Mar 2014 - Sep 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- MD
-
Total Assets Under Management134MILLIONS
-
Total Number of Accounts304ACCOUNTS
-
Average Account Value$440,253
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
DC, MD, VA
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