Matthew
Reynolds

Proteus, LLC

CRD#4077413
Investment Advisor
in Indianapolis, IN

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About this Advisor

Matthew Reynolds is a financial advisor based out of Indianapolis, Indiana who has 3 years of relevant experience. Reynolds is on the advisory team at Proteus, LLC. Over the course of their career, they have held roles at Rii Trading, Rci, Platinum Financial, Hedgeact Securities, David A. Noyes & Co, Noyes Advisors LLC, Simplex Trading, LLC, Bristal Lane Group, Proteus, LLC, Great Point Capital, LLC, Morris Group, Inc and Thurston Springer Financial. Reynolds maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana. Proteus, LLC is a registered investment business operating out of Indianapolis, IN. The company has offices in three locations and a total of 15 employees. It administers $129 million in assets under management across its 18 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Proteus, LLC performs a set of services, such as portfolio management for pooled investment vehicles and selection of other advisers. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fee types charged by Proteus, LLC can include some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

8900 Keystone Crossing Suite 500
Indianapolis, IN 46240

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Proteus, LLC Brokerage Details

Total Assets Under Management

$128,774,783

IN Average: $1,347,246,178
Total Number of Employees

15

IN Average: 46
Total Number of Accounts

18

IN Average: 1,775
Average Account Size

$7,154,155

IN Average: $759,012

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Matthew Reynolds Work History

Matthew has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Thurston Springer Financial

2020 - Present (4 years)

Great Point Capital, LLC

2020 - Present (4 years)

Morris Group, Inc

2019 - Present (5 years)

Bristal Lane Group

2019 - Present (5 years)

Proteus, LLC

2018 - 2018 (< 1 year)

Simplex Trading, LLC

2015 - 2019 (4 years)

Noyes Advisors LLC

2014 - 2019 (5 years)

David A. Noyes & Co

2013 - 2016 (3 years)

Rii Trading

2013 - 2013 (< 1 year)

Rci

2013 - 2017 (4 years)

Platinum Financial

2013 - 2013 (< 1 year)

Hedgeact Securities

*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 Reynolds 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 Proteus, LLC

Eric Knauss
Indianapolis, IN
Matthew Reynolds
Indianapolis, IN
Cheryl Ackerman
Indianapolis, IN
Jonathan Bradley
Indianapolis, IN
Luke Collins
Brookline, MA
Patrick Keane
Indianapolis, IN
David Rankin
Indianapolis, IN

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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