Matthew Sanchez has been an investment adviser representative at Ivy League Financial Advisors since January 2021, and is not listed among the firm’s executive officers or direct owners.
Ivy League Financial Advisors LLC is a Rockville, MD firm with $189M under management, 103 clients and 3 advisers in one office, as of its March 2026 filing.
- – present · 5 yearsRockville, MD · Adviser representative · Firm CRD 119145
Investment adviser representative registrations
Matthew Sanchez is registered as an investment adviser representative in Maryland, since January 2021.
- MarylandSince 18 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 January 2021 |
| SIE | Securities Industry Essentials Examination | 12 February 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6082699
- Firm
- Ivy League Financial Advisors · CRD 119145
- Office
- 11 NORTH WASHINGTON STREET, SUITE 250, Rockville, MD 20850
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Sanchez work?
Matthew Sanchez is an investment adviser representative registered through Ivy League Financial Advisors LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Sanchez a financial advisor?
Yes. Matthew Sanchez has a current investment-adviser registration in Maryland, through Ivy League Financial Advisors since January 2021.
How many years of experience does Matthew Sanchez have?
Matthew Sanchez has 5 years in the financial industry, since January 2021, across 1 adviser firm.
What exams has Matthew Sanchez passed?
Matthew Sanchez has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in February 2019.
Where is Matthew Sanchez based?
Matthew Sanchez’s registered office is in Rockville, MD.
Is Matthew Sanchez registered with FINRA?
No. Matthew Sanchez has no current broker registration.
How can I verify Matthew Sanchez’s record?
Search CRD 6082699 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Sanchez’s full registration record.
