Financial ADVSR advisor directory · SEC adviser records
Matter Family Office financial advisors in Denver, CO
Every SEC-registered investment adviser representative at a Matter Family Office office in Denver, A to Z.
The short answer
16 registered advisors work at Matter Family Office in Denver, out of 40 at the firm nationwide; it ranks number 30 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Matter Family Office advisors in Denver, A to Z
Every Matter Family Office advisor →- Stephanie L. BowersInvestment adviser rep
- Lindsey N. BrownInvestment adviser rep
- Shannon M. ConnorInvestment adviser rep
- Joshua S. GoldinInvestment adviser rep
- Natasha S. GunbergInvestment adviser rep
- Matthew R. HaneyInvestment adviser rep
- Claire HayneInvestment adviser rep
- Jackson KlutznickInvestment adviser rep
- Nicholas H. KralInvestment adviser rep
- Kevin M. McCabeInvestment adviser rep
- Erin C. McCloskeyCertified Financial Planner
- Alexander M. QuinnChartered Financial Analyst
- Marlys RaycraftInvestment adviser rep
- Philip E. Rollhaus IIIChartered Financial Analyst
- Megan M. SandhagenInvestment adviser rep
- Charles A. WillhoitInvestment adviser rep
Matter Family Office advisors in every city and state →Matter Family Office: assets, clients and custodians →Advisor Moves: who changed firms this week →
Matter Family Office advisors in other cities
St Louis, MO 14Clayton, MO 5Dallas, TX 3Hamden, CT 1Raleigh, NC 1
Other firms in Denver
All Denver advisors →Mercer Global Advisors Inc. 258Strategic Advisers LLC 210UBS Financial Services Inc. 121Morgan Stanley 107J.P. Morgan Securities LLC 102LPL Financial LLC 69Merrill Lynch, Pierce, Fenner & Smith Incorporated 67Robert W. Baird & Co. Incorporated 49Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 37Edward Jones 35Ameriprise Financial Services, LLC 32
Questions
How many financial advisors does Matter Family Office have in Denver?
16 investment adviser representatives are registered at Matter Family Office offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 40 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Matter Family Office one of the largest advisor employers in Denver?
Matter Family Office ranks number 30 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 258.
How do I check a Matter Family Office advisor in Denver?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Matter Family Office office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.