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Financial ADVSR advisor directory · SEC adviser records

Matisse Capital financial advisors in Oregon

Every SEC-registered investment adviser representative at a Matisse Capital office in Oregon, by city and A to Z.

8 registered advisors work at Matisse Capital in Oregon, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Portland (8). 0 list the CFP designation and 0 are also registered broker representatives.

Matisse Capital advisors by city in Oregon

Every firm in Oregon →

Portland 8

Matisse Capital advisors in Oregon, A to Z

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Matisse Capital advisors in every state →Matisse Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Matisse Capital financial advisors are in Oregon?

8 investment adviser representatives are registered at Matisse Capital offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Oregon does Matisse Capital have the most advisors?

Portland, with 8. Matisse Capital has advisors in 1 city in Oregon.

How do I check a Matisse Capital advisor in Oregon?

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 Matisse Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.