Matthew Meline is a CFP-designated registered investment advisor, based in Miami, FL, with 26 years of industry experience.
Location
1450 Brickell Avenue, Suite 2610, Miami, FL, 33131
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Regulatory History (2)
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Customer Dispute
December 2008Settled
Customer Dispute
December 2007Denied
Other Business Activities
Matthew is the Board Chair for YMCA, dedicating a few hours per week. He also owns 3Putt Publishing and is the CEO of PrairieFire College Planning, spending about 10-20% of his time on each.
Employment History
Current Registrations
Sanctuary Securities, INC.Broker
August 2019 - Present · 6 yrs 11 mos
Sanctuary Advisors, LLC
August 2019 - Present · 6 yrs 11 mos
Previous Registrations
Morgan Stanley
June 2009 - September 2019 · 10 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2019 · 10 yrs 3 mos
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.Broker
October 2008 - June 2009 · 8 mos
Wells Fargo Investments, LLC
August 2001 - November 2008 · 7 yrs 3 mos
Brenton Investments, INC.Broker
May 2001 - November 2001 · 6 mos
Wells Fargo Brokerage Services, L.L.C.Broker
April 2001 - July 2001 · 3 mos
Wells Fargo Investments, LLCBroker
April 2001 - November 2008 · 7 yrs 7 mos
Pfic Securities CorporationBroker
May 1999 - April 2001 · 1 yr 11 mos
State Registrations16 states
CACOFLIAILINMEMIMNMONENMNVOHTNTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.