Gregory Mattson, financial advisor Tukwila WA
93 score

Gregory Mattson

CRD Number: 5419154
Current Firm: Strategic Advisers, Inc.

Gregory Mattson (CRD# 5419154) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Tukwila, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Tukwila, WA Apr 2017 - Current 1
J.p. Morgan Securities LLC Auburn, WA Oct 2012 - Apr 2017 4
Elevation Dance Company Auburn, WA Sep 2013 - Mar 2014 < 1
Chase Investment Services Corp Kent, WA Sep 2009 - Oct 2012 3
Oneamerica Enumclaw, WA Apr 2009 - Aug 2009 < 1
Minnesota Life Insurance Company St. Paul, MN Sep 2007 - Mar 2009 1
Tax And Financial Group Bellevue, WA Sep 2007 - Mar 2009 1
Securian Financial Services St. Paul, MN Sep 2007 - Mar 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Gregory W. Mattson
Phone Number: 617-563-7000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    254,026
    MILLIONS
  • Total Number of Accounts
    688,691
    ACCOUNTS
  • Average Account Value
    $368,854
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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