Matthew Steven Dakoyannis
Investment adviser representative at Rwa Wealth Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$19.8BFirm assets
Are you Matthew Steven Dakoyannis? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Rwa Wealth Partners, LLCApr 2023 to now
- Adviser Investments-an Rwa Wealth Partners, LLC CompanyJun 2022 to Nov 2023
- Stonehill CollegeAug 2018 to May 2022
- Stoneham High SchoolSep 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Rwa Wealth Partners
Legal name: Rwa Wealth Partners, LLC
$19.8BAssets managed
6,027Clients
72Advisers
14 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
- 7709337
- Firm CRD
- 156984