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Michael John Matson

MATSON FINANCIAL ADVISORS, INC.·DANBURY, Connecticut
SIE, Series 6, Series 7, Series 24, Series 26, Series 63Clean record32 years registeredMATSON 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. · 32 years registered
Brand Profile
Not yet started
01

Career History

MATSON FINANCIAL ADVISORS, INC.
Apr 1994 – present
CETERA INVESTMENT ADVISERS LLC
Jun 2023 – Nov 2023
DANBURY, CT
CETERA ADVISOR NETWORKS LLC
Sep 2013 – Jun 2023
EL SEGUNDO, CA
WALNUT STREET SECURITIES, INC.
Aug 2003 – Sep 2013
DANBURY, CT
NATHAN & LEWIS SECURITIES, INC.
Sep 2002 – Aug 2003
DANBURY, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
Series 63
Registration record
First registered · April 5, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MATSON FINANCIAL ADVISORS, INC.
CRD 122480 · SEC 801-61439
AUM
$382M
Regulatory assets under management
Employees
7
219 client accounts
Services offered by MATSON FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MATSON FINANCIAL ADVISORS, INC. →
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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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