Matthew J. Svirida

AMERICAN INVESTMENT SERVICES

Great Barrington, MA 01230

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CRD#: 2907955

Professional summary

Matthew John Svirida is a registered financial advisor currently at AMERICAN INVESTMENT SERVICES INC located in Great Barrington, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Matthew has worked at 4 firms and has passed the Series 65, Series 63, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Svirida'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®

None

Experience

Current

July 26, 2006 - Present

AMERICAN INVESTMENT SERVICES INC

Office #1: 250 Division Street, Great Barrington, MA 01230

RIA

CRD#: 110043

Great Barrington, MA

Past

July 3, 2001 - March 8, 2005

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

April 17, 2000 - July 2, 2001

NORTHRIDGE CAPITAL CORPORATION

CRD#: 16467

MELVILLE, NY

Past

July 7, 1997 - April 11, 2000

TASIN & COMPANY, INC.

CRD#: 30709

HAUPPAUGE, NY

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".

AMERICAN INVESTMENT SERVICES INC

CRD#: 110043 / SEC#: 801-14337

RIA

Registered Investment Advisory firm - (2/5/1979 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

Massachusetts
(7/26/2006)

IAR

Texas
(3/8/2018)

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 65

Date: 6/22/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/16/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 2/2/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 7/3/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/15/2002

General Securities Principal Examination

Current Firm

AMERICAN INVESTMENT SERVICES INC

CRD#: 110043 / SEC#: 801-14337

RIA

Registered Investment Advisory firm - (2/5/1979 Approved)

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Contact information

Main Address

250 Division Street, Great Barrington, MA 01230

Mailing Address

Po Box 1000, Great Barrington, MA 01230

Phone number

(413) 591-4445

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AIS DISCLOSURE DOCUMENT_31 MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,421
AUM (Assets Under Management)	$ 1,295,294,172

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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Matthew J. Svirida

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Svirida's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHASE INVESTMENT SERVICES CORP.

NORTHRIDGE CAPITAL CORPORATION

TASIN & COMPANY, INC.

Primary Firm SEC Registration

AMERICAN INVESTMENT SERVICES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2005

Series 63

Date: 7/16/1997

Series 55

Date: 2/2/2000

Series 7

Date: 7/3/1997

Series 24

Date: 11/15/2002

Current Firm

AMERICAN INVESTMENT SERVICES INC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN INVESTMENT SERVICES INC

TRUST BUT VERIFY

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