Unclaimed Profile

Michael Mather Boardman

PEOPLE'S UNITED ADVISORS, INC.·BRIDGEPORT, Connecticut

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66Clean record9 years registeredPEOPLE'S UNITED ADVISORS, INC.

850 MAIN STREET, BRIDGEPORT, CT 06604CRD# 4281003Firm CRD# 292454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Mather Boardman · BRIDGEPORT, CT

Registration

CRD #4281003 · PEOPLE'S UNITED ADVISORS, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PEOPLE'S UNITED ADVISORS, INC.

PEOPLE'S UNITED ADVISORS, INC.

Jun 2020 – Sep 2022

BRIDGEPORT, CT

HSBC SECURITIES (USA) INC.

Dec 2016 – Nov 2019

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · December 12, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEOPLE'S UNITED ADVISORS, INC.

CRD 292454 · SEC 801-112648

AUM

$845M

Regulatory assets under management

Employees

2,076 client accounts

Services offered by PEOPLE'S UNITED ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PEOPLE'S UNITED ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Mather Boardman offer?

Michael Mather Boardman specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Mather Boardman's credentials?

Michael Mather Boardman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Mather Boardman located?

Michael Mather Boardman is based in BRIDGEPORT, Connecticut, last registered with PEOPLE'S UNITED ADVISORS, INC..

How does Michael Mather Boardman charge for services?

Michael Mather Boardman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEOPLE'S UNITED ADVISORS, INC.?

PEOPLE'S UNITED ADVISORS, INC. has approximately 53 employees and manages $845M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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