Matthew D. Saneholtz
TOBIAS FINANCIAL ADVISORS
Plantation, FL 33324
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CRD#: 4567961
Professional summary
Matthew David Saneholtz, CFP®, who also goes by Matt David Saneholtz, is a registered financial advisor currently at TOBIAS FINANCIAL ADVISORS located in Plantation, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Matthew has worked at 2 firms and has passed the Series 55 and Series 7 exams.
Biography
Matthew D. Saneholtz, CFA, CFP®, EA serves as a Senior Wealth Advisor and co-owner of the firm.? During his almost two decades at Tobias Financial Advisors, Matthew has tackled a wide range of duties. Among his many responsibilities at the firm, Matthew provides financial planning and investment advisory services to our broad client base.
While employed with Tobias Financial Advisors, Matthew has pursued and secured several prestigious designations.? These credentials allow him to uniquely service our clients’ financial needs.? In 2008, Matthew earned the certification of CFP® Professional. In 2011, Matthew achieved the right to use the Chartered Financial Analyst designation. This designation is widely regarded in the global financial market for its rigorous focus on current investment knowledge, analytical skill, and ethical standards. With less than 200,000 CFA charterholders worldwide, this is truly a mark of distinction. Since earning this designation, Matthew has been a member of the CFA Institute and the CFA Society of South Florida. In 2012, Matthew attained Enrolled Agent status, which allows him the privilege to practice before the Internal Revenue Service.
Along with his involvement in the CFA groups, Matthew is a current member of The National Association of Personal Financial Advisors and The Financial Planning Association. Matthew is also active in The Rotary Club of Weston where he continues to chair their annual Get Fit Challenge, spreading a message of health and wellness across his community. Additionally, Matthew is active in spreading allergy awareness and in 2018 was the co-chair for the Food Allergy Research and Education’s (FARE) Southeast Florida Food Allergy Heroes Walk. Previously, Matthew served as president (2012) of The Financial Planning Association of Greater Fort Lauderdale.
Question & Answer
What are your service offerings?
Tax Planning
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Matt David Saneholtz
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Saneholtz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
November 17, 2008 - Present
TOBIAS FINANCIAL ADVISORS
Office #1: 1000 S. Pine Island Road Suite 450, Plantation, FL 33324RIA
CRD#: 104711
Plantation, FL
Past
September 24, 2002 - October 24, 2003
WORLDCO, L.L.C.
BD
CRD#: 24673
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TOBIAS FINANCIAL ADVISORS
BENJAMIN A. TOBIAS | TOBIAS FINANCIAL ADVISORS, INC. | TOBIAS FINANCIAL ADVISORS INC | TOBIAS FINANCIAL ADVISORS
CRD#: 104711 / SEC#: 801-33972
RIA
Registered Investment Advisory firm - (2/27/1989 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(11/17/2008)
IAR
Texas(1/4/2016)
Exams
General Industry/Product Exam
RR
Series 55
Date: 11/22/2002
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Current Firm
TOBIAS FINANCIAL ADVISORS
BENJAMIN A. TOBIAS | TOBIAS FINANCIAL ADVISORS, INC. | TOBIAS FINANCIAL ADVISORS INC | TOBIAS FINANCIAL ADVISORS
CRD#: 104711 / SEC#: 801-33972
RIA
Registered Investment Advisory firm - (2/27/1989 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1000 S. Pine Island Road Suite 450, Plantation, FL 33324
Mailing Address
Phone number
(954) 424-1660
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,967 |
| AUM (Assets Under Management) | $ 892,240,795 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2025 | ||
| 10/28/2024 | ||
| 07/28/2023 |
Red Flags
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Company Information
TOBIAS FINANCIAL ADVISORS
CRD#: 104711Plantation, FL 33324TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
