Kyle Matson

MATSON FINANCIAL ADVISORS

Danbury, CT 06810-4116

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CRD#: 7298819

Professional summary

Kyle Matson is a registered financial advisor currently at MATSON FINANCIAL ADVISORS, INC. located in Danbury, Connecticut.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kyle 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Matson'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 22, 2025 - Present

MATSON FINANCIAL ADVISORS, INC.

Office #1: 4 Mountain View Terrace Suite 104, Danbury, CT 06810-4116

RIA

CRD#: 122480

Danbury, 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".

MATSON FINANCIAL ADVISORS, INC.

CRD#: 122480 / SEC#: 801-61439

RIA

Registered Investment Advisory firm - (9/12/2002 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

Connecticut
(5/22/2025)

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

Current Firm

MATSON FINANCIAL ADVISORS, INC.

CRD#: 122480 / SEC#: 801-61439

RIA

Registered Investment Advisory firm - (9/12/2002 Approved)

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Contact information

Main Address

4 Mountain View Terrace Suite 104, Danbury, CT 06810-4116

Mailing Address

Phone number

(203) 743-0131

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2 PART2B MATSON (6/16/2025)

ADV2 PART2B KMATSON (6/16/2025)

ADV2 PART2B HIMEBAUGH (6/16/2025)

MFA DISCLOSURE BROCHURE ADV2 (6/16/2025)

Regulatory assets under management

Total Number of Accounts	221
AUM (Assets Under Management)	$ 446,866,523

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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Kyle Matson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Matson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATSON FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

MATSON FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

MATSON FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATSON FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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