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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst22 years in industry

MATTHEW WILLIAM MCCLENDON

Advisor at ETHOS FINANCIAL GROUP, LLC

KING OF PRUSSIA, PA

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Search this name across graphsid dfx:ria:25132bd7-ca4d-acfa-8997-8e6918ce40fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 2, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ETHOS FINANCIAL GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 9, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65|S63
First exam: Jan 9, 2004
First registration: Mar 2, 2007
Dual registered: no
IAPD individual key: 4698091

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ETHOS FINANCIAL GROUP, LLC	Independent wealth	Jul 8, 2026	n/a	yes	KING OF PRUSSIA, PA	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jun 2, 2015	Apr 9, 2024	no	MALVERN, PA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Aug 23, 2013	Mar 12, 2015	no	Philadelphia, PA\|MECHANICSBURG, PA	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Mar 2, 2007	Feb 28, 2008	no	MALVERN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VANGUARD ADVISERS, INC.	ETHOS FINANCIAL GROUP, LLC	Apr 9, 2024	Jul 8, 2026	820	Firm change after gap	Ibd to RIA
ADVICE AND PLANNING SERVICES	VANGUARD ADVISERS, INC.	Mar 12, 2015	Jun 2, 2015	82	Firm change	Other
VANGUARD ADVISERS, INC.	ADVICE AND PLANNING SERVICES	Feb 28, 2008	Aug 23, 2013	2,003	Firm change after gap	Other

Relationships

Registered with (3)

→ ETHOS FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Jul 8, 2026 to presentfactForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Jun 2, 2015 to Apr 9, 2024factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Aug 23, 2013 to Mar 12, 2015factForm ADV

Dated events

Occurred
Apr 9, 2024
Advisor changed firm
Matthew William Mcclendon left Vanguard Advisers, Inc. for Ethos Financial Group, Llc (registered 2026-07-08)
Form ADVobserved 4 days ago