Matthew
Sanchez
Biechele Royce Advisors, Inc
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About this Advisor
Matthew Sanchez is a certified financial planner who works in Fishers, Indiana, with a total of 6 years of industry experience. Sanchez is an employee of Biechele Royce Advisors, Inc. The advisor has gained experience at Trilogy Financial Services, Inc, National Planning Corporation, Charles Schwab & Co., Inc, Charles Schwab Bank, Td Ameritrade and Biechele Royce Advisors. Sanchez maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in Indiana. Biechele Royce Advisors, Inc is a financial advisory company operating out of Fishers, IN. It has $599 million in assets under management among its 537 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 537 accounts, 29% belong to high-net-worth clients who have more than $1 million in investable assets. Biechele Royce Advisors, Inc has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually vary depending on which services are offered. Fee types billed by Biechele Royce Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Biechele Royce Advisors, Inc Brokerage Details
$598,618,836
8
537
$1,114,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Sanchez Work History
Matthew has been registered as a financial advisor for 6 years.*
Biechele Royce Advisors
Td Ameritrade
Charles Schwab Bank
Trilogy Financial Services, Inc
National Planning Corporation
Charles Schwab & Co., Inc
*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 Sanchez 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 Biechele Royce Advisors, Inc
Fishers, IN
Fishers, IN
Fishers, IN
Fishers, IN
Fishers, IN
Fishers, IN
Lexington, KY
Fishers, 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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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.
