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Michael John Matson

MATSON FINANCIAL ADVISORS, INC.·DANBURY, Connecticut
Clean recordMATSON FINANCIAL ADVISORS, INC.
4 MOUNTAIN VIEW TERRACE, DANBURY, CT 06810-4116CRD# 1408878Firm CRD# 122480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael John Matson · DANBURY, CT
Registration
CRD #1408878 · MATSON FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael John Matson is a registered financial advisor based in DANBURY, Connecticut, affiliated with MATSON FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MATSON FINANCIAL ADVISORS, INC.
MATSON FINANCIAL ADVISORS, INC.
AUM
$382M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MATSON FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1408878
Firm CRD# 122480
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael John Matson offer?
Michael John Matson specializes in Financial Planning, Investment Management. Contact their office in DANBURY, Connecticut for a consultation.
What are Michael John Matson's credentials?
Michael John Matson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael John Matson located?
Michael John Matson is based in DANBURY, Connecticut, working with MATSON FINANCIAL ADVISORS, INC.. Their office serves clients in the DANBURY metropolitan area and surrounding communities.
How does Michael John Matson charge for services?
Michael John Matson's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATSON FINANCIAL ADVISORS, INC.?
MATSON FINANCIAL ADVISORS, INC. has approximately 7 employees and manages $382M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MATSON FINANCIAL ADVISORS, INC.

Laura Brush Matson
DANBURY, CT

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Research
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