Kevin Matson (CRD# 2503989) is an Investment Advisor Representative working at Addicus Advisory, LLC in Pound Ridge, NY and has over 29 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Addicus Advisory, LLC | Tupelo, MS | Dec 2000 - Current | 23 |
| Msf Investment Advisory, LLC | Pound Ridge, NY | Mar 2020 - Oct 2021 | 1 |
| Msf Investment Advisory, LLC | Newtown, CT | Mar 2020 - Oct 2021 | 1 |
| Intl Fcstone Financial, Inc. | New York, NY | Feb 2018 - Feb 2020 | 2 |
| Unemployed | Pound Ridge, NY | Nov 2017 - Feb 2018 | < 1 |
| Instinet Corporation | New York, NY | Feb 2000 - Nov 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1994 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- NY
- TX
-
Total Assets Under Management271MILLIONS
-
Total Number of Accounts280ACCOUNTS
-
Average Account Value$966,256
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CT, LA, MS, NY, TN, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.