Matthew Andreas
Advisor at Rea Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Rea Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
New Philadelphia, OH 44663
Credentials
Series 63, Series 66
Industry experience
27 years
Matthew Andreas is a financial advisor with Rea Wealth Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Rea Wealth Management since 2017 and previously held roles at J.P. Morgan Investment Management. Outside of advisory work, he co-owned Vessel Floral and Event Design, a floral and event design business, from 2016 to 2020. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm offers customized and model-based portfolio management, financial planning, and mutual fund asset allocation, employing a mix of equity and fixed-income strategies tailored to client objectives and risk tolerance.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.10% $2,000,001+: 1.00%
$250.00 per hour
419 W High Ave
New Philadelphia, OH 44663
Ohio · Texas
Rea Wealth Management
2017 - Present (9 years)
Commonwealth Financial Network
2017 - Present (9 years)
AMD Premier Design, LLC dba Vessel Floral and Event Design
2016 - 2020 (4 years)
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