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Matthew M Gleason

Burch & Company, Inc.

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About Matthew M Gleason

Matthew Gleason is a financial professional with a focus on investment banking. Matthew has been in the securities industry since November 2016 and holds the Series 79, Series 63, and SIE licenses. Matthew is currently registered with Burch & Company, Inc. in Pennsylvania, New York, and New Jersey.

Firm Information

Matthew Gleason is currently registered with Burch & Company, Inc.. Burch & Company, Inc. is a Corporation formed on June 8, 1999. The firm is registered with the Securities and Exchange Commission and is licensed to operate in all 50 states and the District of Columbia. The firm's profile indicates that it has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Matthew Gleason’s Registration & Firm History

MO

11/07/2016 - Present

Burch & Company, Inc. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 11/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2016

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew M Gleason.
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