MATSON FINANCIAL ADVISORS, INC.
CRD #122480 SEC #801-61439 DANBURY, CT 203-743-0131
SEC Registered
Total AUM
$446.9M
Discretionary
$0
Employees
8
Clients
101
Accounts
221
Firm Details
- Organization Type
- Corporation
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, LAURA, BRUSH | I | SECRETARY | NA | |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, MICHAEL, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATSON, LAURA, BRUSH | I | SECRETARY | A | |
| MATSON, LAURA, BRUSH | I | SECRETARY | A | |
| MATSON, LAURA, BRUSH | I | SECRETARY | A | |
| MATSON, LAURA, BRUSH | I | SECRETARY | A | |
| MATSON, LAURA, BRUSH | I | SECRETARY | A |
Registrations
Federal
IA
Jun 16, 2025 REGISTERED
Notice Filings (6)
CT FL MA NH NY TX
Address
4 MOUNTAIN VIEW TERRACESUITE 104
DANBURY, CT 06810-4116
United States
Phone: 203-743-0131