Matthew
Meline
Sanctuary Advisors, LLC
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About this Advisor
Matthew Meline is a financial advisor based in Indianapolis, Indiana, working with Sanctuary Advisors, LLC. Matthew has previously held positions at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Sanctuary Advisors, LLC, and Sanctuary Securities, Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa and Texas. Currently, Matthew is part of Sanctuary Advisors, LLC, which operates out of Indianapolis, Indiana. The firm has 83 offices and 597 employees. The firm manages assets totaling $22.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sanctuary Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$22,024,300,000
597
49,099
$448,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Meline Work History
Sanctuary Advisors, LLC
Sanctuary Securities, Inc
Citigroup Global Markets Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Matthew Meline to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sanctuary Advisors, LLC
Plano, TX
Indianapolis, IN
Williamsburg, VA
Wayne, PA
Aliso Viejo, CA
College Station, TX
Indianapolis, IN
College Station, TX
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