Matthew
Sanchez

Biechele Royce Advisors, Inc

CRD#6252899
Investment Advisor
in Fishers, IN

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About this Advisor

Matthew Sanchez is a financial advisor based in Fishers, Indiana, working with Biechele Royce Advisors, Inc. Matthew has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, TD Ameritrade, and Biechele Royce Advisors. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Matthew is part of Biechele Royce Advisors, Inc, which operates out of Fishers, Indiana. The firm has 8 employees and manages assets totaling $659.8 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Biechele Royce Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

11634 Maple Street, Suite 300
Fishers, IN 46038

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Biechele Royce Advisors, Inc Brokerage Details

Total Assets Under Management

$659,842,022

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

8

IN Average: 46
Total Number of Accounts

679

IN Average: 1,775
Average Account Size

$971,785

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Matthew Sanchez Work History

2017 - Present (8 years)

Biechele Royce Advisors

2016 - 2017 (1 year)

Td Ameritrade

2015 - 2016 (1 year)

Charles Schwab Bank

2013 - 2016 (3 years)

Charles Schwab & Co., Inc

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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

George Sparks
Fishers, IN
Andrew Bertke
Ft Mitchell, KY
Matthew Sanchez
Fishers, IN
Carlos Sanchez
Fishers, IN
Monika Gupta
Huntington Beach, CA
Andrew Schuler
Fishers, IN
Rachel Leahy
Fishers, IN
Thomas Barrett
Fishers, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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