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Matthew Daniel Kane

Compass ION Advisors, LLC

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About Matthew Daniel Kane

Matthew Kane is a financial professional with over 20 years of experience in the industry. Matthew is currently registered with Compass ION Advisors, LLC in Pennsylvania and Texas. Matthew has previously held positions at APW Capital, Inc., Emerging Growth Equities, LTD., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and SEI Financial Services Company.

Firm Information

Matthew Kane is currently registered with Compass ION Advisors, LLC. Compass ION Advisors, LLC is a registered investment advisor located in Conshohocken, PA. The firm manages approximately $1 billion to $10 billion in assets for individuals, high-net-worth individuals, and pension and profit sharing plans. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Compass ION Advisors, LLC

300 CONSHOHOCKEN STATE ROAD

CONSHOHOCKEN, PA 19428

$1.09B

Assets Under Management

6

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Kane’s Registration & Firm History

PA

05/06/2014 - Present

Compass ION Advisors, LLC (CONSHOHOCKEN PA)

PA

12/02/2008 - 01/12/2023

APW CAPITAL, INC. (WEST CONSHOHOCKEN PA)

PA

11/20/2006 - 12/31/2008

EMERGING GROWTH EQUITIES, LTD. (BRYN MAWR PA)

NY

01/03/1998 - 11/02/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

PA

11/15/1993 - 01/11/1996

SEI FINANCIAL SERVICES COMPANY (OAKS PA)

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Licenses & Designations

BC

Issued 01/12/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/10/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2006

Series 7 - General Securities Representative Examination

BC

Issued 11/12/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Matthew Daniel Kane. Review regulatory record here.
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