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Matthew David Saneholtz

TOBIAS FINANCIAL ADVISORS, INC.·PLANTATION, Florida
Series 7, Series 55Clean record17 years registeredTOBIAS FINANCIAL ADVISORS, INC.
1000 S. PINE ISLAND ROAD, PLANTATION, FL 33324CRD# 4567961Firm CRD# 104711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew David Saneholtz · PLANTATION, FL
Registration
CRD #4567961 · TOBIAS FINANCIAL ADVISORS, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

TOBIAS FINANCIAL ADVISORS
Nov 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 55
Registration record
First registered · November 17, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TOBIAS FINANCIAL ADVISORS, INC.
CRD 104711 · SEC 801-33972
AUM
$756M
Regulatory assets under management
Employees
21
1,815 client accounts
Services offered by TOBIAS FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TOBIAS FINANCIAL ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Matthew David Saneholtz offer?
Matthew David Saneholtz specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.
What are Matthew David Saneholtz's credentials?
Matthew David Saneholtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew David Saneholtz located?
Matthew David Saneholtz is based in PLANTATION, Florida, working with TOBIAS FINANCIAL ADVISORS, INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.
How does Matthew David Saneholtz charge for services?
Matthew David Saneholtz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOBIAS FINANCIAL ADVISORS, INC.?
TOBIAS FINANCIAL ADVISORS, INC. has approximately 21 employees and manages $756M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOBIAS FINANCIAL ADVISORS, INC.

Benjamin Alan Tobias
PLANTATION, FL
Catalina Maria Franco-Cicero
PLANTATION, FL
Yesenia Realejo
PLANTATION, FL
CFP
Marianela Nmn Collado
PLANTATION, FL

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