Matthew Charles Meline
Investment adviser representative at Sanctuary Advisors, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$34.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Sanctuary Advisors, LLCAug 2019 to now
- Sanctuary Securities, Inc.Aug 2019 to now
- Citigroup Global Markets Inc.Oct 2008 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2019
- Morgan Stanley Smith BarneyJun 2009 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Sanctuary Advisors, LLC
$34.9BAssets managed
19,540Clients
400Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3220612
- Firm CRD
- 226606