Matthew Theodore Daniels
Investment adviser representative at Elite Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
$161.4MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Elite Wealth Management, Inc.Feb 2025 to now
- Elite Retirement Group, Inc.Sep 2023 to Feb 2025
- Principal Life Insurance CompanyMar 2022 to Sep 2023
- Principal Securities IncMar 2022 to Sep 2023
- Miron ConstructionDec 2014 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
Elite Wealth Management, Inc.
$161.4MAssets managed
871Clients
4Advisers
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
- 7525176
- Firm CRD
- 333159