Daniel Joseph List
Investment adviser representative at Matson Capital LLC
32 yearsExperience
10 statesRegistered in
$0Firm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
32 years in the industry.
- Matson Capital LLCAug 2025 to now
- Matson Money (f/k/a Abundance Technologies, Inc.)Aug 1994 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, CO, FL, MI, NC, OH, OR, TX, WA).
Matson Capital LLC
$0Assets managed
0Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2619515
- Firm CRD
- 335193