Advisor at Apricity Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Apricity Financial, LLC
Location
Pound Ridge, NY
Credentials
Series 63, Series 65
Industry experience
30 years
Kevin Matson is a financial advisor at Apricity Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Instinet, LLC and INTL FCStone Financial, Inc. Prior to joining Apricity Financial in 2024, he held advisory roles at Addicus Advisory, LLC and Msf Investment Advisory, LLC. Apricity Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, businesses, and retirement plans. The firm uses fundamental analysis to build primarily long-term, low-cost, diversified ETF portfolios while retaining flexibility to include individual stocks, bonds, mutual funds, and alternative investments.
Based on Apricity Financial, LLC
Based on Apricity Financial, LLC
Standalone and ad hoc financial planning services up to $50,000 per engagement; ongoing financial planning fees ranging from $500 to $5,000 per month.
$0 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001+: 0.75% annually
Performance-based fees charged on gains in accounts of Qualified Clients with certain alternative investments; 20% on returns greater than 3x the investment.
Pound Ridge, NY
New York · Texas
Apricity Financial, LC
2024 - Present (2 years)
Addicus Advisory, LLC
2021 - 2024 (3 years)
Msf Investment Advisory, Llc
2020 - 2021 (1 year)
Msf Investment Advisory, Llc
2020 - 2021 (1 year)
INTL FCStone Financial, Inc.
2018 - 2020 (2 years)
UNEMPLOYED
2017 - 2018 (1 year)
Instinet, LLC
2000 - 2017 (17 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 65
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Series 63, Series 66
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