Matthew DanielCRD Number: 5352214
Current Firm: Stony Point Wealth Management Inc.
Matthew Daniel (CRD# 5352214) is an Investment Advisor Representative working at Stony Point Wealth Management Inc. in Richmond, VA and has over 8 years of experience in the finance industry. Matthew Daniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Stony Point Wealth Management, Inc.||Richmond, VA||Jul 2014 - Current||3|
|Ameriprise Financial Services, Inc.||Richmond, VA||Jun 2009 - Aug 2015||6|
|Hampden-sydney College||Hampden Sydney, VA||Aug 2006 - May 2010||3|
|Ameriprise Financial Services, Inc.||Richmond, VA||May 2007 - Jan 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2009|
Total Assets Under Management149MILLIONS
Total Number of Accounts800ACCOUNTS
Average Account Value$185,715
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, MD, NC, TX, VA