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RIA / WealthAdvisorCertified Financial Planner12 years in industry

MATTHEW CHARLES SANCHEZ

Advisor at TRITONPOINT PARTNERS, LLC

CHEVY CHASE, MD | Greensburg, IN

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Search this name across graphsid dfx:ria:2aa69508-b79e-3931-7285-1cdb3f9e9b55

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 14, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRITONPOINT PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 14, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 14, 2014
First registration: Feb 14, 2015
Dual registered: no
Other names: MATTHEW SANCHEZ|MATTHEW CHARLES SANCHEZ|MATTHEW C SANCHEZ
IAPD individual key: 6252899

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRITONPOINT PARTNERS, LLC	Independent wealth	May 16, 2026	n/a	yes	CHEVY CHASE, MD\|Greensburg, IN	Current employment
VIVALDI CAPITAL MANAGEMENT LP	Former SEC adviser	Nov 27, 2024	May 18, 2026	no	CHICAGO, IL\|FISHERS, IN	Previous registration
BIECHELE ROYCE ADVISORS, INC.	Former SEC adviser	Jul 26, 2017	Dec 16, 2024	no	FISHERS, IN	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 8, 2016	Jul 18, 2017	no	Indianapolis, IN	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 8, 2016	Jul 18, 2017	no	Indianapolis, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 14, 2015	Feb 10, 2016	no	Indianapolis, IN\|Newport Beach, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VIVALDI CAPITAL MANAGEMENT LP	TRITONPOINT PARTNERS, LLC	May 18, 2026	May 16, 2026	-2	Firm change	RIA to RIA
BIECHELE ROYCE ADVISORS, INC.	VIVALDI CAPITAL MANAGEMENT LP	Dec 16, 2024	Nov 27, 2024	-19	Firm change	RIA to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	BIECHELE ROYCE ADVISORS, INC.	Jul 18, 2017	Jul 26, 2017	8	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jul 18, 2017	Feb 8, 2016	-526	Channel change	Other
CHARLES SCHWAB & CO., INC.	TD AMERITRADE, INC.	Feb 10, 2016	Feb 8, 2016	-2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
120742:160150:IN:2024-12-16	Dec 16, 2024	Nov 27, 2024	FISHERS, IN	Firm change
5393:7870:CA:2016-02-10	Feb 10, 2016	Feb 8, 2016	NEWPORT BEACH, CA	Firm change

Relationships

Registered with (6)

→ TRITONPOINT PARTNERS, LLCRegistered adviserregistration: current employment
May 16, 2026 to presentfactForm ADV
→ VIVALDI CAPITAL MANAGEMENT LPRegistered adviserregistration: previous registration
Nov 27, 2024 to May 18, 2026factForm ADV
→ BIECHELE ROYCE ADVISORS, INC.Registered adviserregistration: previous registration
Jul 26, 2017 to Dec 16, 2024factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 8, 2016 to Jul 18, 2017factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 8, 2016 to Jul 18, 2017factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 14, 2015 to Feb 10, 2016factForm ADV

Dated events

Occurred
May 18, 2026
Advisor changed firm
Matthew Charles Sanchez left Vivaldi Capital Management Lp for Tritonpoint Partners, Llc (registered 2026-05-16)
Form ADVobserved 6 days ago
Occurred
Dec 16, 2024
Advisor changed firm
Matthew Charles Sanchez left Biechele Royce Advisors, Inc. for Vivaldi Capital Management Lp (registered 2024-11-27)
Form ADVobserved 6 days ago