Matthew Charles Meline

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2008 → Present
  Citigroup Global Markets Inc.
  Des Moines, IA
• 06/2009 → 08/2019
  Morgan Stanley Smith Barney
  Des Moines, IA
• 01/2015 → 08/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2019 → Present
  Sanctuary Securities, Inc.
  West Des Moines, IA
• 08/2019 → Present
  Sanctuary Advisors, Llc
  West Des Moines, IA

Previous Registrations

• 2009-06-01 → 2019-09-04
  Morgan Stanley
  West Des Moines, IA
• 2008-11-03 → 2009-06-01
  Citigroup Global Markets Inc.
  Des Moines, IA
• 2001-08-31 → 2008-11-11
  Wells Fargo Investments, Llc
  Des Moines, IA
  Clive, IA
  Des Moines, IA

Other Businesses

(1) Name: YMCA Position: Board Chair: On executive committee that governs organization Investment Related: No Hours: 16 Securities Trading Hours: 10 Start Date: 08/01/2015 Address: 114 1/2 5th Street, West Des Moines IA 50265, United States Description: Memberships on boards and similar governing bodies - for profit and nonprofit organizations (2) Name: 3Putt Publishing Position: Owner Nature: This is the publishing company we set up for our book Empty Nest Full Pockets. It is being self published under this moniker and will be available on May 31, 2022. Investment Related: No Hours: 10 Securities Trading Hours: 5 Start Date: 04/29/2022 Address: 114 1/2 5th Street, West Des Moines IA 50265, United States Additional Info: Description: Author Marketing General promotion (3) Name: PrairieFire College Planning Position: CEO Nature: Building plans to help families pay for college via College Aid Pro software Investment Related: No Hours: 20 Securities Trading Hours: 10 Start Date: 05/01/2022 Address: 114 1/2 5th Street, West Des Moines IA 50265, United States Description: Oversee the process and employees that implement the college planning process

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-26
• S63 Uniform Securities Agent State Law Examination
  1999-07-16

Designations

• Certified Financial Planner