Matthew David Sanes

Employer firm

Fortitude Advisory Group L.l.c. CRD 116083

$468M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → Present
  Leveraged Solutions, Llc
  Plantation, FL
• 07/2009 → Present
  Wealth Innovations, Llc
  Plantation, FL
• 01/2012 → Present
  Argentus Advisors, Llc
  Dallas, TX

Other Businesses

1. Leveraged Solutions, LLC - 8201 Peters Rd., Ste. 1000, Plantation, FL 33324; Investment Related; Duties include: Managing director of the company, provides client investment advice, provides financial planning services, provides insurance recommendations; 40% of time spent 2. Wealth Innovations, LLC - 8201 Peters Rd., Ste. 1000, Plantation, FL 33324; Investment Related; Duties include: Managing director of the company, provides client investment advice, provides financial planning services, provides insurance recommendations; 45% of time spent 3. Insurance Agent - 8201 Peters Rd., Ste. 1000, Plantation, FL 33324; Non-investment Related; Duties include: Managing director of the company, provides insurance recommendations and product placement; 10% of time spent

Exams

• S66 Uniform Combined State Law Examination
  2012-01-03