Matthew William Mcclendon
Investment adviser representative at Ethos Financial Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$2.1BFirm assets
Are you Matthew William Mcclendon? 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Ethos Financial Group, LLCJul 2026 to now
- The Vanguard Group, Inc.May 2015 to Jul 2026
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ethos Financial Group, LLC
$2.1BAssets managed
1,808Clients
35Advisers
4 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
- 4698091
- Firm CRD
- 321748