Charles G. Maton
Professional summary
Charles Gilbert Maton, who also goes by Chuck Maton, is a registered financial advisor currently at CG MATON ADVISORY, INC. located in Alpharetta, Georgia and STONEX SECURITIES INC. located in Alpharetta, Georgia.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Charles has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 3, Series 7, Series 6, Series 53, Series 4, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Gilbert Maton's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 12, 2003 - Present
CG MATON ADVISORY, INC.
Office #1: 2402 Abbey Court, Alpharetta, GA 30004December 11, 1986 - Present
STONEX SECURITIES INC.
Office #1: 2402 Abbey Court, Alpharetta, GA 30004July 22, 1986 - January 19, 1987
PLANVEST CAPITAL CORPORATION
March 12, 1985 - August 12, 1986
PILOT FINANCIAL SERVICES, INC.
July 11, 1983 - September 27, 1983
LABREC SECURITIES, INC.
April 20, 1982 - March 12, 1985
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
February 21, 1982 - February 27, 1985
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/8/2009)
(2/21/2025)
(7/3/2014)
(12/8/1986)
(6/12/2003)
(2/21/2019)
(2/16/2022)
(6/27/2014)
(10/14/2005)
(7/27/2025)
(7/17/2018)
(9/3/2025)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
CG MATON ADVISORY, INC.
CRD#: 127277 / SEC#:
Contact information
Red Flags
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