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Matthew James Daniel

Columbus Wealth Management

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About Matthew James Daniel

Matthew Daniel is a financial advisor with Columbus Wealth Management. Matthew has been in the financial services industry since 2013 and holds the Series 7, Series 63 and SIE licenses. He has been a registered representative of Columbus Wealth Management since 2021. Matthew has a broad range of experience, including advising high-net-worth individuals and families, corporations and businesses, and individuals other than high-net-worth individuals. Matthew's expertise includes financial planning and portfolio management for individuals and families. Matthew also holds the Certified Financial Planner™ and Chartered Financial Analyst® designations.

Firm Information

Matthew Daniel is currently registered with Columbus Wealth Management. Columbus Wealth Management is a financial advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has a total of 110 client accounts with approximately $26.76 million in assets under management.

$26.76M

Assets Under Management

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Total Clients

2

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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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 Daniel’s Registration & Firm History

OH

03/29/2022 - Present

Columbus Wealth Management (COLUMBUS OH)

KY

08/19/2013 - 01/02/2015

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BC

Issued 08/29/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew James Daniel.
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