Steven D. Matteson
Professional summary
Steven David Matteson MR., who also goes by Steven David Matteson, is a registered financial advisor currently at TWIN TIERS CONSULTING, LLC located in Corning, New York.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Steven has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven David Matteson MR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
September 1, 2005 - Present
TWIN TIERS CONSULTING, LLC
July 17, 2001 - December 7, 2005
BURNS MATTESON CAPITAL MANAGEMENT, LLC
September 15, 1998 - May 21, 1999
NATHAN & LEWIS SECURITIES, INC.
September 4, 1998 - September 16, 1998
KEYBANC CAPITAL MARKETS INC.
August 21, 1997 - September 4, 1998
ESSEX CAPITAL MARKETS, INC.
July 9, 1996 - June 20, 1997
LESKO SECURITIES INC.
June 19, 1996 - August 5, 1996
OSAIC FS, INC.
November 8, 1995 - August 19, 1996
METROPOLITAN LIFE INSURANCE COMPANY
November 8, 1995 - August 19, 1996
MSI FINANCIAL SERVICES, 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
(6/8/2021)
(9/1/2005)
Exams
Current Firm
TWIN TIERS CONSULTING, LLC
CRD#: 136059 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 172 |
| AUM (Assets Under Management) | $ 23,861,000 |
Red Flags
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