Unclaimed Profile

Mark Edward Matson

MATSON MONEY, INC.·MASON, Ohio

Series 7, Series 24, Series 63, Series 65Clean record27 years registeredMATSON MONEY, INC.

5955 DEERFIELD BLVD., MASON, OH 45040CRD# 1385759Firm CRD# 110425

Profile Verification

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

Identity

Mark Edward Matson · MASON, OH

Registration

CRD #1385759 · MATSON MONEY, INC. · 27 years registered

Brand Profile

Not yet started

Career History

MATSON CAPITAL LLC

Aug 2025 – present

MATSON MONEY, INC.

Oct 1998 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 23, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATSON MONEY, INC.

CRD 110425 · SEC 801-40176

AUM

$19.6B

Regulatory assets under management

Employees

30,605 client accounts

Services offered by MATSON MONEY, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Nonprofits & Foundations

View all advisors at MATSON MONEY, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Edward Matson offer?

Mark Edward Matson specializes in Investment Management. Contact their office in MASON, Ohio for a consultation.

What are Mark Edward Matson's credentials?

Mark Edward Matson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Edward Matson located?

Mark Edward Matson is based in MASON, Ohio, working with MATSON MONEY, INC.. Their office serves clients in the MASON metropolitan area and surrounding communities.

How does Mark Edward Matson charge for services?

Mark Edward Matson's firm is compensated through percentage of aum, other: see description in misc. section. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MATSON MONEY, INC.?

MATSON MONEY, INC. has approximately 61 employees and manages $19.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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