Robert R. Gardner

MATSON MONEY

ASHEVILLE, NC 28801

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CRD#: 1788067

Professional summary

Robert Reich Gardner, CFP®, who also goes by Robert Gardner, is a registered financial advisor currently at MATSON MONEY, INC. located in Asheville, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Robert has worked at 2 firms and has passed the Series 66, Series 63, Series 7 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Gardner

Other business activities

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.

SOLICITOR/CO-ADVISOR FOR MATSON MONEY-INVESTMENT RELATED. LICENSED INSURANCE AGENT OPERATING AS AN INDEPENDENT CONTRACTOR, NOT INVESTMENT-RELATED, 06/2011 TO PRESENT. HOURS WORKED VARY, TYPICALLY NONE DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Reich Gardner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 5, 2018 - Present

MATSON MONEY, INC.

Office #1: 82 Patton Ave Suite 208, Asheville, NC 28801

RIA

CRD#: 110425

ASHEVILLE, NC

Past

November 11, 2008 - June 23, 2009

EDWARD JONES

RIA

CRD#: 250

WEAVERVILLE, NC

Past

November 6, 2008 - June 23, 2009

EDWARD JONES

CRD#: 250

WEAVERVILLE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MATSON MONEY, INC.

ABUNDANCE TECHNOLOGIES, INC. | MATSON MONEY, INC. | MATRIX ASSET ALLOCATION INC | MATRIX ASSET ALLOCATION

CRD#: 110425 / SEC#: 801-40176

RIA

Registered Investment Advisory firm - (12/5/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(2/5/2018)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/30/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/18/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/2008

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 12/18/1987

Non-Member General Securities Examination

Current Firm

MATSON MONEY, INC.

ABUNDANCE TECHNOLOGIES, INC. | MATSON MONEY, INC. | MATRIX ASSET ALLOCATION INC | MATRIX ASSET ALLOCATION

CRD#: 110425 / SEC#: 801-40176

RIA

Registered Investment Advisory firm - (12/5/1991 Approved)

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Contact information

Main Address

5955 Deerfield Blvd., Mason, OH 45040

Mailing Address

Phone number

(513) 204-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATSONMONEYADV_PART2 (7/19/2025)

Regulatory assets under management

Total Number of Accounts	30,142
AUM (Assets Under Management)	$ 20,570,944,739

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert R. Gardner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Reich Gardner's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MATSON MONEY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/30/2008

Series 63

Date: 12/18/1987

Series 7

Date: 10/16/2008

Series 2

Date: 12/18/1987

Current Firm

MATSON MONEY, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATSON MONEY, INC.

TRUST BUT VERIFY

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