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Matthew David Saneholtz

Tobias Financial Advisors

Plantation, FL

CRD 4567961

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Employer firm

Tobias Financial Advisors CRD 104711

$1.19B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • RETIREMENT PLAN ADVISORY SERVICE

From the firm’s Form ADV. Read the guides:

Current Employers
Tobias Financial Advisors

1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-01-04
FL RA APPROVED 2008-11-17
  • TX RA
    APPROVED
    Since 2016-01-04
  • FL RA
    APPROVED
    Since 2008-11-17

Branch Locations

1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tobias Financial Advisors Plantation FL 10/2005 Present
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Matt David Saneholtz

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
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Nearby Investors

Carmen A Vasquez
RICARDO M KENT
CHRISTOPHER UPTON

Nearby Offices

MORGAN STANLEY · Plantation, FL
EDELMAN FINANCIAL ENGINES · PLANTATION, FL
KINGSVIEW WEALTH MANAGEMENT, LLC · PLANTATION, FL

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