Matthew Charles Sanchez

Employer firm

Tritonpoint Partners, LLC CRD 333259

$286M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 01/2016 → 07/2017
  Td Ameritrade
  Indianapolis, IN
• 07/2017 → 11/2024
  Biechele Royce Advisors
  Fishers, IN
• 11/2024 → 05/2026
  Vivaldi Capital Management Lp
  Fishers, IN
• 05/2026 → Present
  Tritonpoint Partners, Llc
  Greensburg, IN

Previous Registrations

• 2024-11-27 → 2026-05-18
  Debussy Capital Management Lp
  Chicago, IL
  Fishers, IN
• 2017-07-26 → 2024-12-16
  Biechele Royce Advisors, Inc.
  Fishers, IN
• 2016-02-08 → 2017-07-18
  Td Ameritrade, Inc.
  Indianapolis, IN
• 2016-02-08 → 2017-07-18
  Td Ameritrade Investment Management, Llc
  Indianapolis, IN
• 2015-02-14 → 2016-02-10
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-02-14
• S63 Uniform Securities Agent State Law Examination
  2014-02-14

Designations

• Certified Financial Planner

Other Names

• Matthew Sanchez
• Matthew Charles Sanchez
• Matthew C Sanchez