Adam Richard Mattson
Investment adviser representative at Horizon Investments LLC
14 yearsExperience
2 statesRegistered in
$8.5BFirm assets
26 yearsFirm in business
Are you Adam Richard Mattson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Quasar Distributors, LLCJan 2024 to now
- Horizon Investments LLCOct 2023 to now
- Calamos Financial Services LLCJun 2018 to Sep 2023
- UnemployedJan 2018 to Jun 2018
- G.distributors, LLCApr 2017 to Jan 2018
- Keeley-teton Advisors, LLCMar 2017 to Jan 2018
- Keeley Investment Corp.Nov 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, NC).
Horizon Investments LLC
$8.5BAssets managed
1,467Clients
27Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5885144
- Firm CRD
- 109552