Steven David Matteson

Employer firm

Twin Tiers Consulting, LLC CRD 136059

$24.0M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
CONSULTING

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

Current Employers

Twin Tiers Consulting, Llc

Painted Post, NY • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-08
PA	RA	APPROVED	2005-09-01

NY RA
APPROVED

Since 2021-06-08
PA RA
APPROVED

Since 2005-09-01

Branch Locations

Corning, NY • 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

Organization	City	State	From	To
Burns Matteson Capital Management	Corning	NY	12/2000	Present

12/2000 → Present

Burns Matteson Capital Management

Corning, NY

Previous Registrations

2001-07-17 → 2005-12-07

Burns Matteson Capital Management, Llc

Corning, NY

Other Businesses

BURNS MATTESON CAPITAL MANAGEMENT INVESTMENT RELATED 42 E. MARKET ST. CORNING, NY 14830 FINANCIAL PLANNING MY POSITION - MEMBER OF THE LLC START DATE 12/00 1 HOUR PER MONTH 0 HOURS DEDICATED DURING TRADING HOURS NO SPECIFIC DUTIES, JUST A MEMBER OF THE LLC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-01-22
S63	Uniform Securities Agent State Law Examination	1995-11-07

S65 Uniform Investment Adviser Law Examination

2001-01-22
S63 Uniform Securities Agent State Law Examination

1995-11-07

Other Names

Steven David Matteson

View on SEC IAPD