Matthew Henry Daniel
Investment adviser representative at Thompson Davis Asset Management
18 yearsExperience
2 statesRegistered in
$211.3MFirm assets
5 yearsFirm in business
Are you Matthew Henry Daniel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Thompson Davis & Co., Inc.Jul 2008 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, VA).
Thompson Davis Asset Management
Legal name: Thompson Davis & Co., Inc.
$211.3MAssets managed
300Clients
5Advisers
5 yearsIn 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
- 4258203
- Firm CRD
- 41353