AdFi
ML

Matthew Louis Burnell

Investment Adviser Representative at AMERICAN INVESTMENT SERVICES INC

Great Barrington, MACRD #5878849Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
3 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Louis Burnell has worked in the securities industry since 2014. They have passed the Series 66, 63, 7, and 6 examinations. They are registered to provide investment advisory services in Massachusetts, New York, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
MassachusettsNew YorkTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/17/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 1/16/2023
Series 7
General Securities Representative Examination
Passed 2/27/2023
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/24/2020
SIE
Securities Industry Essentials Examination
Passed 10/14/2016
Series 7
General Securities Representative Examination
Passed 3/17/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Tier 11.00%
Tier 20.60%
Tier 30.40%
Tier 40.25%
Tier 50.27%
Tier 60.15%
Source

American Investment Services Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AMERICAN INVESTMENT SERVICES INCCurrent
5/1/2025Great Barrington, MA
CETERA INVESTMENT ADVISERS LLC
8/21/20234/25/2025Clifton Park, NY
THE AYCO COMPANY,L.P.
7/10/201310/14/2016Latham, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AMERICAN INVESTMENT SERVICES INC

5 other advisors in the directory

View AMERICAN INVESTMENT SERVICES INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Louis Burnell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Matthew Louis Burnell - Financial Advisor in Great Barrington, MA | AdvisorFinder