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Kyle Matson

Matson Financial Advisors, Inc.

Danbury, CT

CRD 7298819

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Employer firm

Matson Financial Advisors, Inc. CRD 122480

$519M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Matson Financial Advisors, Inc.

4 Mountain View Terrace Suite 104, Danbury, CT 06810-4116 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-05-22
  • CT RA
    APPROVED
    Since 2025-05-22

Branch Locations

4 Mountain View Terrace Suite 104, Danbury, CT 06810-4116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harrison And Star New York NY 09/2014 06/2020
Matson Financial Advisors, Inc. Danbury CT 09/2020 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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