Matthew John Ioannides
Investment adviser representative at Mycio Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$15.8BFirm assets
21 yearsFirm 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 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.
- Mycio Wealth Partners, LLCJun 2026 to now
- Jersey Shore Portfolio ManagementJun 2025 to Aug 2025
- Olde Silver TavernJun 2025 to Aug 2025
- B2 BistroJun 2024 to Aug 2024
- Salisbury UniversityAug 2022 to May 2026
- WawaDec 2021 to Jun 2022
- StarbucksFeb 2021 to Aug 2021
- Howell High SchoolSep 2018 to Jun 2022
- Howell Middle School NorthSep 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mycio Wealth Partners, LLC
$15.8BAssets managed
943Clients
34Advisers
21 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
- 8305388
- Firm CRD
- 134436