Matthew Cameron Mcdaniel

Employer firm

Compass Ion Advisors, LLC CRD 166418

$1.59B regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 01/2017
  Jtekt Corporation
  Morristown, TN
• 01/2017 → 07/2022
  Vision Financial Consulting
  Knoxville, TN
• 09/2021 → Present
  Compass Ion Advisors, Llc
  Conshohocken, PA

Previous Registrations

• 2017-09-08 → 2022-07-18
  Vision Financial Consulting
  Powell, TN

Other Businesses

(1.) NAME OF OBA: MCDANIEL TAX ADVISORY LLC; ADDRESS OF OBA: POWELL, TN 37849; NATURE: TAX PREPARATION AND TAX PLANNING; INVESTMENT RELATED: NO; TITLE WITH OBA: TAX PREPARER AND PLANNER; DUTIES: TAX PREPARATION AND TAX PLANNING; START DATE: 01/01/2019; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: FIDUCIARY ADVISOR SUPPOT LLC; ADDRESS OF OBA: POWELL, TN 37849; NATURE: OUTSOURCED FINANCIAL PLANNING; INVESTMENT RELATED: YES; TITLE WITH OBA: FINANCIAL PLANNER; DUTIES: FINANCIAL PLANNING; START DATE: 09/01/2018; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-08

Designations

• Certified Financial Planner

Other Names

• Matthew Mcdaniel