TOBIAS FINANCIAL ADVISORS, INC. of PLANTATION, FL is an SEC-registered investment adviser (CRD 104711). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Matthew David Saneholtz | PRESIDENT | — |
| Marianela Nmn Collado | CHIEF EXECUTIVE OFFICER | — |
| Edgar Nmn Collado | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | — |
| Yesenia Realejo | WEALTH ADVISOR | — |
| TOBIAS BENJAMIN ALAN | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICE/CHIEF FINANCIAL OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER (+1 more) | — |
| SANEHOLTZ MATTHEW DAVID | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+1 more) | — |
| COLLADO MARIANELA NMN | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | — |
| Collado Marianela | CHIEF EXECUTIVE OFFICER | — |
| FRANCO-CICERO CATALINA MARIA | WEALTH ADVISOR | — |
| REALEJO YESENIA | WEALTH ADVISOR | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 954-424-1660 |
| — | — | 1 | 954-424-1660 |
| — | — | 1 | 954-424-1660 |
| — | — | 1 | 954-424-1660 |
| — | — | 1 | 954-424-1660 |