Kevin G. Matson
Professional summary
Kevin Gene Matson, who also goes by Kevin Matson, Kevin G Matson, is a registered financial advisor currently at APRICITY FINANCIAL, LLC located in Pound Ridge, New York.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kevin has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 55, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Gene Matson's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 17, 2024 - Present
APRICITY FINANCIAL, LLC
October 22, 2021 - June 21, 2024
ADDICUS ADVISORY, LLC
November 30, 2020 - December 20, 2021
MSF INVESTMENT ADVISORY LLC.
February 15, 2018 - March 6, 2020
STONEX FINANCIAL INC.
June 1, 2006 - December 22, 2017
INSTINET, LLC
August 1, 2000 - June 1, 2006
INSTINET, LLC
July 20, 2000 - August 1, 2000
REUTERS C CORPORATION
November 7, 1995 - April 4, 2002
LYNCH, JONES & RYAN LLC
December 8, 1994 - July 18, 1995
GRUNTAL & CO., L.L.C.
July 14, 1994 - September 2, 1994
L.C. WEGARD & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/17/2024)
(9/19/2024)
Exams
Series 55
Date: 4/13/1999
Limited Representative-Equity Trader ExamCurrent Firm
APRICITY FINANCIAL, LLC
CRD#: 330201 / SEC#: 801-134856
Contact information
Regulatory assets under management
| Total Number of Accounts | 179 |
| AUM (Assets Under Management) | $ 108,809,983 |
Red Flags
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