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Daniel Soderberg
from Compass Ion Advisors, LLC
Daniel Soderberg is a financial advisor based in Pennsylvania, Conshohocken,
with 18 years of experience. Daniel currently works for
Compass Ion Advisors, LLC.
Daniel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Soderberg works at Compass Ion Advisors, LLC
Compass Ion Advisors, LLC is a financial advisory firm based in Conshohocken, Pennsylvania. It currently has approximately $708,115,522 of assets under management and employs about 15 people. Compass Ion Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
300 Conshohocken State Road, Suite 230, Conshohocken, Pennsylvania, 19428
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