Matthew C. Sanchez

TRITONPOINT PARTNERS

Greensburg, IN

Some features on this profile are disabled

CRD#: 6252899

Professional summary

Matthew Charles Sanchez, CFP®, who also goes by Matthew C Sanchez, Matthew Sanchez, is a registered financial advisor currently at TRITONPOINT PARTNERS, LLC located in Greensburg, Indiana.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew C Sanchez | Matthew Sanchez

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Charles Sanchez's CRS (Customer Relationship Summary).

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^®

CRD#: 7870

INDIANAPOLIS, IN

Past

February 14, 2015 - February 10, 2016

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

NEWPORT BEACH, CA

Past

February 10, 2014 - February 10, 2016

CHARLES SCHWAB & CO., INC.

CRD#: 5393

NEWPORT BEACH, CA

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".

TRITONPOINT PARTNERS, LLC

CRD#: 333259 / SEC#: 801-131295

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

Maryland

Registered Investment Advisory firm - (3/3/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Indiana
(5/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/14/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/14/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/18/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/10/2014

General Securities Representative Examination

Current Firm

TRITONPOINT PARTNERS, LLC

CRD#: 333259 / SEC#: 801-131295

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

Maryland

Registered Investment Advisory firm - (3/3/2025 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815

Mailing Address

Phone number

(301) 799-9001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TPP ADV BROCHURE (8/6/2025)

Regulatory assets under management

Total Number of Accounts	242
AUM (Assets Under Management)	$ 110,346,271

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew C. Sanchez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Charles Sanchez's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIVALDI CAPITAL MANAGEMENT LP

BIECHELE ROYCE ADVISORS, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

TRITONPOINT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/14/2015

Series 63

Date: 2/14/2014

SIE

Date: 7/18/2017

Series 7

Date: 2/10/2014

Current Firm

TRITONPOINT PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRITONPOINT PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors