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Matthew L. Burnell

AMERICAN INVESTMENT SERVICES
Great Barrington, MA 01230
Some features on this profile are disabled
CRD#: 5878849
MB

Professional summary

Matthew Louis Burnell 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 2011. Matthew has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE and Series 7 exams.

top-8-questions

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.
1)HEDLEY & CO PLLC, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, TAX PREPARATION, 15H/WEEK, SINCE 10/2019 2)HEDLEY KOBYLAR WEALTH MANAGEMENT, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR INVESTMENT/WEALTH MANAGEMENT, 40H/WEEK, SINCE 10/2019

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Louis Burnell'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 1, 2025 - Present

AMERICAN INVESTMENT SERVICES INC

Office #1: 250 Division Street, Great Barrington, MA 01230
RIA
CRD#: 110043
Great Barrington, MA
Past

August 21, 2023 - April 25, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
CLIFTON PARK, NY
Past

June 24, 2020 - April 25, 2025

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
CLIFTON PARK, NY
Past

July 10, 2013 - October 14, 2016

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
LATHAM, NY
Past

March 18, 2011 - October 14, 2016

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
LATHAM, 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".
AI
AMERICAN INVESTMENT SERVICES INC
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
(5/15/2025)
IAR
New York
(5/1/2025)
IAR
Texas
(5/1/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/17/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/16/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/27/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/24/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/14/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/17/2011
General Securities Representative Examination

Current Firm

AI
AMERICAN INVESTMENT SERVICES INC
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
10

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,421
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.

Company Information

AMERICAN INVESTMENT SERVICES INC

CRD#: 110043Great Barrington, MA 01230

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