Matthew Reakus

SOUND WEALTH LLC

Marlton, NJ 08053

Some features on this profile are disabled

CRD#: 6333727

Professional summary

Matthew Reakus, CFP® is a registered financial advisor currently at SOUND WEALTH LLC located in Marlton, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Sound Tax LLC; Investment Related; 10000 Lincoln Dr E, Ste 201, Marlton, NJ 08053 Tax preparation and consulting; Owner;01/01/2022 20 hrs/mo; 10 hrs during trading; Prepare and file tax returns for individuals and small businesses. Provide ongoing advice and guidance to businesses and business owners.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Reakus'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^®

Certified Financial Planner

Start date: 2017

Experience

Current

May 21, 2024 - Present

SOUND WEALTH LLC

Office #1: 10000 Lincoln Drive E Ste 201, Marlton, NJ 08053

RIA

CRD#: 329237

Marlton, NJ

Past

March 5, 2018 - August 1, 2024

SOWELL MANAGEMENT

RIA

CRD#: 127145

Marlton, NJ

Past

December 14, 2016 - August 30, 2017

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

June 9, 2014 - August 9, 2016

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

RADNOR, PA

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

Illinois
(9/3/2024)

IAR

New Jersey
(5/21/2024)

IAR

Pennsylvania
(7/16/2024)

IAR

Texas
(5/22/2024)

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 65

Date: 6/9/2014

Uniform Investment Adviser Law Examination

Current Firm

SOUND WEALTH LLC

SOUND WEALTH LLC | SOUND WEALTH MANAGEMENT LLC

CRD#: 329237 / SEC#:

Illinois

Registered Investment Advisory firm - (9/3/2024 Approved)

New Jersey

Registered Investment Advisory firm - (5/21/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/15/2024 Approved)

Texas

Registered Investment Advisory firm - (5/22/2024 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

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

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

Contact information

Main Address

10000 Lincoln Drive E Ste 201, Marlton, NJ 08053

Mailing Address

Phone number

(732) 276-4303

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 23,392,652

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

Robert Boland

RBC CAPITAL MARKETS, LLC

IAR

Malvern, PA

Peter Gaertner

ROFFMAN MILLER ASSOCIATES INC

IAR

Philadelphia, PA

David Ducharme

DUCHARME WEALTH ADVISORS, LLC

IAR

Jenkintown, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew Reakus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SOUND WEALTH LLC

SOWELL MANAGEMENT

AMERICAN PORTFOLIOS ADVISORS, INC

MERCER GLOBAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2014

Current Firm

SOUND WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOUND WEALTH LLC

TRUST BUT VERIFY

Similar Advisors