Matthew R. Bigda

U. S. BOSTON CAPITAL

Lincoln, MA 01773

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CRD#: 4866952

Professional summary

Matthew Robert Bigda, who also goes by Matthew Robert Bigda N/a, Matthew Bigda, is a registered financial professional currently at U. S. BOSTON CAPITAL CORPORATION located in Lincoln, Massachusetts.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2004. Matthew has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Matthew Robert Bigda N/a | Matthew Bigda

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) - BD

Click below to view Matthew Robert Bigda'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

May 13, 2011 - Present

U. S. BOSTON CAPITAL CORPORATION

Office #1: Lincoln North, Lincoln, MA 01773

RIA

CRD#: 5251

Lincoln, MA

Past

January 1, 2008 - April 28, 2011

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOSTON, MA

Past

November 24, 2004 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

MARLBOROUGH, MA

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".

U. S. BOSTON CAPITAL CORPORATION

CRD#: 5251 / SEC#: 801-130044, 8-15885

RIA

Registered Investment Advisory firm - SEC (4/26/2024 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Massachusetts
(5/13/2011)

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: 7/18/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/15/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/10/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/23/2004

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

U. S. BOSTON CAPITAL CORPORATION

CRD#: 5251 / SEC#: 801-130044, 8-15885

RIA

Registered Investment Advisory firm - SEC (4/26/2024 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

Lincoln North Suite 202, Lincoln, MA 01773

Mailing Address

55 Old Bedford Road Suite 202, Lincoln, MA 01773

Phone number

(781) 259-1144

Established

Massachusetts since 04/23/1970

Firm type

Corporation

Fiscal year end

September

Firm Size

Small

# of Employees

SEC notice filing (4 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Part 2 Brochures

U.S. BOSTON CAPITAL CORPORATION ADV BROCHURE SEPTEMBER 2025 (12/3/2025)

Direct owners and executive officers

Name	Position	CRD#
U.S. BOSTON CORPORATION	SHAREHOLDER
HUNT, DIANE	TREASURER	1314708
HUNT, DIANE	PRINCIPAL OPERATIONS OFFICER	1314708
KESSINGER, DEBORAH ANNE	PRESIDENT, CHIEF COMPLIANCE OFFICER, BROKER DEALER	1801530
MONISOV, ALINA	CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISORY	6235159
OKUROWSKI, LEON	VICE PRESIDENT, DIRECTOR AND CLERK	351799
UMPHREY, WILLARD LEE	DIRECTOR	451556

Regulatory assets under management

Total Number of Accounts	271
AUM (Assets Under Management)	$ 359,787,261

Disclosures

Regulatory Event	2
Arbitration	1

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/17/2025	Cover Page	Report

Red Flags

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

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Matthew R. Bigda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Robert Bigda's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

U. S. BOSTON CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2007

Series 63

Date: 12/15/2004

SIE

Date: 10/1/2018

Series 7

Date: 2/10/2007

Series 6

Date: 11/23/2004

FINRA

Current Firm

U. S. BOSTON CAPITAL CORPORATION

Contact information

SEC notice filing (4 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

U. S. BOSTON CAPITAL CORPORATION

TRUST BUT VERIFY

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