Matthew Cameron Mcdaniel
Investment adviser representative at Compass Ion Advisors, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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.
- Compass Ion Advisors, LLCSep 2021 to now
- Vision Financial ConsultingJan 2017 to Jul 2022
- Jtekt CorporationJul 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (PA, TN, TX).
Compass Ion Advisors, LLC
$1.6BAssets managed
1,204Clients
17Advisers
13 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
- 6726877
- Firm CRD
- 166418