MN
Matthew P. Natcharian
GREENSLEDGE ASSET MANAGEMENT LLC
GLASTONBURY, CT 06033
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CRD#: 7248967
MN
Professional summary
Matthew Paul Natcharian, CFA is a registered financial advisor currently at GREENSLEDGE ASSET MANAGEMENT LLC located in Glastonbury, Connecticut.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 1 firm .
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)Hopping Fiddler LLC: Real Estate Investment property, 3 Ridgebury RD, Avon, CT 06001, Member (50/50 with spouse Lisa Natcharian), Real Estate Investment property, Started in 2016, Minimal hours during business day, Owner.
(2)Storytellers Cottage LLC: Non-investment related,3 Ridgebury RD, Avon, CT 06001, Member (50/50 with Lisa Natcharian), Literature based events, Started in 2017, Minimal hours during business day, administrative duties.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Paul Natcharian's 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®
Experience
Current
December 14, 2020 - Present
GREENSLEDGE ASSET MANAGEMENT LLC
Office #1: 41-b, Suite 503 New London Tpke, Glastonbury, CT 06033RIA
CRD#: 307732
GLASTONBURY, CT
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".
GA
GREENSLEDGE ASSET MANAGEMENT LLC
GREENSLEDGE ASSET MANAGEMENT LLC
CRD#: 307732 / SEC#: 801-125701
RIA
Registered Investment Advisory firm - (5/19/2022 Approved)Connecticut
Registered Investment Advisory firm - (7/8/2022 Terminated)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
Connecticut(12/14/2020)
IAR
Texas(8/28/2025)
Exams
Current Firm
GA
GREENSLEDGE ASSET MANAGEMENT LLC
GREENSLEDGE ASSET MANAGEMENT LLC
CRD#: 307732 / SEC#: 801-125701
RIA
Registered Investment Advisory firm - (5/19/2022 Approved)Connecticut
Registered Investment Advisory firm - (7/8/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
41-b, Suite 503 New London Tpke, Glastonbury, CT 06033
Mailing Address
575 Lexington Avenue 32nd Floor, New York, NY 10022
Phone number
(860) 256-4952
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 606,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
