Michael Matson (CRD# 1408878) is an Investment Advisor Representative working at Matson Financial Advisors, Inc. in Danbury, CT and has over 37 years of experience in the finance industry.
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
CRD# 6865326
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2013 - Current | 10 |
| Matson Financial Advisors, Inc. | Danbury, CT | Nov 1993 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1986 |
- CT
-
Total Assets Under Management382MILLIONS
-
Total Number of Accounts219ACCOUNTS
-
Average Account Value$1,742,203
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, MA, NH, NY, TX
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