Matthew
Reakus

Sowell Management

CRD#6333727
Investment Advisor
in Marlton, NJ

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About this Advisor

Matthew Reakus is a financial advisor based in Marlton, New Jersey, working with Sowell Management. Matthew has previously held positions at Mercer Global Advisors Inc, American Portfolios Advisors, Inc, Sowell Management Services, Sound Wealth LLC, and Sound Tax. Matthew has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Matthew is part of Sowell Management, which operates out of Marlton, New Jersey. The firm has 70 offices and 157 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sowell Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

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

Office Location

10000 Lincoln Dr E Suite 201
Marlton, NJ 08053

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Sowell Management Brokerage Details

Total Assets Under Management

$3,329,402,135

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

157

NJ Average: 42
Total Number of Accounts

13,257

NJ Average: 1,714
Average Account Size

$251,143

NJ Average: $513,539

Investment Advisory Services

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

Matthew Reakus Work History

2024 - Present (0 year)

Sound Tax

2021 - Present (3 years)

Sound Wealth LLC

2018 - Present (6 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

Disclosures

Please visit the SEC profile of Matthew Reakus 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 Sowell Management

Noah Ozgo
North Little Rock, AR
David Swan
North Little Rock, AR
Marty Paul
Gig Harbor, WA
Patrick Norfleet
Houston, TX
Ramie Khalil
North Little Rock, AR
Jason Stroede
North Little Rock, AR
John Mcmanus
Cayucos, CA
Brian Randall
North Little Rock, AR

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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