AM
Alexander J. Matuschak
GW&K INVESTMENT MANAGEMENT
Boston, MA 02116
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CRD#: 7905788
AM
Professional summary
Alexander Joseph Matuschak, who also goes by Alexander Matuschak, is a registered financial advisor currently at GW&K INVESTMENT MANAGEMENT, LLC located in Boston, Massachusetts and AMG DISTRIBUTORS, INC. located in Stamford, Connecticut.
Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Alexander has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alexander Matuschak
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.
Employer Name: AMG DISTRIBUTORS, INC. Role: Registered Representative, Series 7 & Series 63 Licenses CRD # of Broker-Dealer: 27314 Dates: 04/2024 - Present Description of Business Activity: Registered representative, Series 7 and Series 63 license holder, selling securities and investment products. Address: 680 WASHINGTON BLVD, SUITE 500, STAMFORD, CT 06901 UNITED STATES AMG Distributors, Inc. is a broker-dealer and investment management firm that primarily provides distribution and marketing services for affiliated investment products and funds. AMG Distributors is part of the larger Affiliated Managers Group, Inc. (AMG), which is a global asset management firm focused on partnering with independent investment management firms to provide a broad range of investment products. AMG Distributors is an affiliate of GW&K Investment Management and sponsors GW&K's FINRA registered representatives.
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Joseph Matuschak'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®
NoneExperience
Current
September 30, 2025 - Present
GW&K INVESTMENT MANAGEMENT, LLC
Office #1: 222 Berkeley Street 15th Floor, Boston, MA 02116RIA
CRD#: 121942
Boston, MA
Current
June 27, 2024 - Present
AMG DISTRIBUTORS, INC.
Office #1: 680 Washington Blvd Suite 500, Stamford, CT 06901BD
CRD#: 27314
Stamford, 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".
GI
GW&K INVESTMENT MANAGEMENT, LLC
GANNETT WELSH & KOTLER INC. | GW&K INVESTMENT MANAGEMENT, LLC | GANNETT WELSH & KOTLER, LLC
CRD#: 121942 / SEC#: 801-61559
RIA
Registered Investment Advisory firm - (11/18/2002 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.RR
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
RR
Connecticut(8/22/2024)
RR
Massachusetts(8/22/2024)
IAR
Massachusetts(9/30/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/27/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GI
GW&K INVESTMENT MANAGEMENT, LLC
GANNETT WELSH & KOTLER INC. | GW&K INVESTMENT MANAGEMENT, LLC | GANNETT WELSH & KOTLER, LLC
CRD#: 121942 / SEC#: 801-61559
RIA
Registered Investment Advisory firm - (11/18/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
222 Berkeley Street 15th Floor, Boston, MA 02116
Mailing Address
Phone number
(617) 236-8900
Established
Firm type
Fiscal year end
# of Employees
180
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 50,559 |
| AUM (Assets Under Management) | $ 52,933,746,966 |
Red Flags
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Company Information
GW&K INVESTMENT MANAGEMENT, LLC
CRD#: 121942Boston, MA 02116TRUST BUT VERIFY
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