Matthew
Meline
Sanctuary Advisors, LLC
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About this Advisor
Matthew Meline is a certified financial planner operating in Indianapolis, Indiana with 4 years of industry experience. Meline is on the advisory team at Sanctuary Advisors, LLC. The advisor has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Sanctuary Securities, Inc and Sanctuary Advisors, LLC. Meline has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa and Texas. Sanctuary Advisors, LLC is a registered investment firm operating out of Indianapolis, IN. The investment advisory business has offices in 80 locations and a total of 510 people on staff. It oversees $16 billion in total assets among its 38,933 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 47 charitable organizations. Of its 38,933 accounts, 17% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Sanctuary Advisors, LLC has a number of services, including 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. Financial management fee schedules usually depend on the services provided. However, fee types charged by Sanctuary Advisors, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$16,220,200,000
510
38,933
$416,618
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
Matthew has been registered as a financial advisor for 4 years.*
Sanctuary Securities, Inc
Sanctuary Advisors, LLC
Citigroup Global Markets Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Indianapolis, IN
Plattsburgh, NY
Short Hills, NJ
Short Hills, NJ
Indianapolis, IN
Marion, OH
Spring, TX
Aliso Viejo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
