Unclaimed Profile

Melissa Kay Matson

MATSON MONEY, INC.·MASON, Ohio

Clean recordMATSON MONEY, INC.

5955 DEERFIELD BLVD., MASON, OH 45040CRD# 7091576Firm CRD# 110425

Profile Verification

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

Identity

Melissa Kay Matson · MASON, OH

Registration

CRD #7091576 · MATSON MONEY, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Melissa Kay Matson is a registered financial advisor based in MASON, Ohio, affiliated with MATSON MONEY, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Institutional Investors

Nonprofits & Foundations

Introduction

Speak with Melissa

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Melissa is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

MATSON MONEY, INC.

AUM

$19.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MATSON MONEY, INC. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Other: SEE DESCRIPTION IN MISC. SECTION

Regulatory

SEC/IARD CRD# 7091576

Firm CRD# 110425

View on FINRA BrokerCheck →

Looking for a financial advisor in MASON?

Browse all registered financial advisors in MASON, Ohio or claim this profile if it's yours.

Browse MASON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Melissa Kay Matson offer?

Melissa Kay Matson specializes in Investment Management. Contact their office in MASON, Ohio for a consultation.

What are Melissa Kay Matson's credentials?

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

Where is Melissa Kay Matson located?

Melissa Kay 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 Melissa Kay Matson charge for services?

Melissa Kay 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →