Charles Gilbert 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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chuck Maton
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
C G MATON ADVISORY, INC. | CG MATON ADVISORY, INC.
Contact Information
Main Address
2402 Abbey Court, Alpharetta, GA 30004Phone Number
(678) 297-1217# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
21AUM (Assets Under Management)
$45,392,688Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(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)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1982About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Charles Gilbert Maton's CRS (Customer Relationship Summary).
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