Matthew
Reakus

Sowell Management

CRD#6333727
Investment Advisor
in Marlton, NJ

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About this Advisor

Matthew Reakus is a certified financial planner working in Marlton, New Jersey, with a total of 10 years in the industry. Reakus is on the advisory team at Sowell Management. Reakus has gained experience at Mercer Global Advisors Inc, Morgan Financial Solutions, Barrister Wealth, Pf Changs, Obadiahs, Ike'S, American Portfolios Advisors, Inc and Sowell Management Services. Reakus holds a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in New Jersey. Sowell Management is a registered investment firm headquartered in Marlton, New Jersey. The firm has offices in 49 locations and a total of 161 financial advisors. It administers $2 billion in total assets between its 10,321 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 10,321 customer accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets available to invest. Sowell Management performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely vary depending on the services offered. Fees billed by Sowell Management likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

10000 Lincoln Dr E Suite 201
Marlton, NJ 08053

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Sowell Management Brokerage Details

Total Assets Under Management

$2,175,877,943

NJ Average: $880,205,985
Total Number of Employees

161

NJ Average: 42
Total Number of Accounts

10,321

NJ Average: 1,714
Average Account Size

$210,820

NJ Average: $513,539

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Matthew Reakus Work History

Matthew has 10 years of experience.

2018 - Present (3 years)

Sowell Management Services

2016 - 2016 (< 1 year)

Mercer Global Advisors Inc

2016 - 2018 (2 years)

American Portfolios Advisors, Inc

2015 - 2016 (1 year)

Mercer Global Advisors Inc

2014 - 2015 (1 year)

Mercer Global Advisors Inc

2013 - 2014 (1 year)

Morgan Financial Solutions

2013 - 2013 (< 1 year)

Pf Changs

2012 - 2013 (1 year)

Barrister Wealth

2011 - 2013 (2 years)

Obadiahs

2010 - 2010 (< 1 year)

Ike'S

Disclosures

Matthew Reakus has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Chris Clark
North Little Rock, AR
Matthew Mcmahon
Flagstaff, AZ
Brady Buskirk
Gig Harbor, WA
Samuel Kornstein
Boston, MA
Lewis Partridge
Benton, AR
John Gathright
Little Rock, AR
Stanley Rapert
North Little Rock, AR
Jessica Poynter
Little Rock, AR

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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