Kevin Matson is a registered investment advisor at Apricity Financial, LLC, based in Mystic, CT, with 30 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 63 clients with $110M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$108.8M
Loading...
Location
Mystic, CT
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Apricity Financial, LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Addicus Advisory, LLC
October 2021 - June 2024 · 2 yrs 8 mos
Msf Investment Advisory LLC.
November 2020 - December 2021 · 1 yr 1 mo
Intl Fcstone Financial INC.Broker
February 2018 - March 2020 · 2 yrs 1 mo
Instinet, LLCBroker
June 2006 - December 2017 · 11 yrs 6 mos
Instinet, LLCBroker
August 2000 - June 2006 · 5 yrs 10 mos
Instinet CorporationBroker
July 2000 - August 2000 · 1 mo
Lynch, Jones & Ryan, INC.Broker
November 1995 - April 2002 · 6 yrs 5 mos
Gruntal & CO. IncorporatedBroker
December 1994 - July 1995 · 7 mos
L.C. Wegard & CO., INC.Broker
July 1994 - September 1994 · 2 mos
State Registrations2 states
NYTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.