AdvisorOS Directory
Claim Profile
Unclaimed Profile
MD

Matthew Clayton Daniel

STONY POINT WEALTH MANAGEMENT INC.·RICHMOND, Virginia
SIE, Series 7, Series 66Clean record16 years registeredSTONY POINT WEALTH MANAGEMENT INC.
5609 PATTERSON AVE, RICHMOND, VA 23226CRD# 5352214Firm CRD# 210519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Clayton Daniel · RICHMOND, VA
Registration
CRD #5352214 · STONY POINT WEALTH MANAGEMENT INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

SENECA HOUSE ADVISORS
Aug 2015 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Oct 2009 – Aug 2015
RICHMOND, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 26, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STONY POINT WEALTH MANAGEMENT INC.
CRD 210519 · SEC 801-108723
AUM
$380M
Regulatory assets under management
Employees
7
1,082 client accounts
Services offered by STONY POINT WEALTH MANAGEMENT INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at STONY POINT WEALTH MANAGEMENT INC. →
Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RICHMOND?

Browse all registered financial advisors in RICHMOND, Virginia or claim this profile if it's yours.

Browse RICHMOND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Matthew Clayton Daniel offer?
Matthew Clayton Daniel specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Matthew Clayton Daniel's credentials?
Matthew Clayton Daniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Clayton Daniel located?
Matthew Clayton Daniel is based in RICHMOND, Virginia, working with STONY POINT WEALTH MANAGEMENT INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Matthew Clayton Daniel charge for services?
Matthew Clayton Daniel's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: percentage of retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONY POINT WEALTH MANAGEMENT INC.?
STONY POINT WEALTH MANAGEMENT INC. has approximately 7 employees and manages $380M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STONY POINT WEALTH MANAGEMENT INC.

Stuart Evans Daniel
RICHMOND, VA
Elizabeth Ann King
RICHMOND, VA

More Advisors in RICHMOND, Virginia

Charles Howard Portz
EVR RESEARCH LP·RICHMOND, VA
Wilson Duke Grkovic
CAMBRIDGE FINANCIAL SERVICES, LTD·RICHMOND, VA
Harold L Hughey
CAPRIN ASSET MANAGEMENT LLC·RICHMOND, VA
CFA
John Michael Flowers
CAPRIN ASSET MANAGEMENT LLC·RICHMOND, VA
Clavel Tyrus Eubank
CAPGROUP ADVISORS, LLC·RICHMOND, VA
James Weldon Copley
ROSELINE CAPITOL ADVISORS, LLC·RICHMOND, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
MCLEAN (99)RESTON (87)ARLINGTON (74)VIRGINIA BEACH (65)ALEXANDRIA (59)CHARLOTTESVILLE (51)NORFOLK (46)VIENNA (41)ROANOKE (39)GLEN ALLEN (37)
City Guides
MCLEAN GuideRESTON GuideARLINGTON GuideVIRGINIA BEACH GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile