MD
Matthew Daniel
from Seneca House Advisors
Matthew Daniel is a financial advisor based in Virginia, Richmond,
with 16 years of experience. Matthew currently works for
Seneca House Advisors.
Matthew maintains a S66 license (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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Matthew Daniel works at Seneca House Advisors
Seneca House Advisors is a financial advisory firm based in Richmond, Virginia. It currently has approximately $336,904,906 of assets under management and employs about 8 people. Seneca House Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and percentage of retirement plan assets under advisement.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees, performance-based fees and percentage of retirement plan assets under advisement
Office location
5609 Patterson Ave, Suite B, Richmond, Virginia, 23226
Advisor can help with
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