Financial ADVSR advisor directory · SEC adviser records
Matter Family Office financial advisors in Texas
Every SEC-registered investment adviser representative at a Matter Family Office office in Texas, by city and A to Z.
The short answer
3 registered advisors work at Matter Family Office in Texas, out of 40 nationwide; it's the firm's number 3 state by advisors, and the most are in Dallas (3). 2 list the CFP designation and 0 are also registered broker representatives.
Matter Family Office advisors by city in Texas
Every firm in Texas →Matter Family Office advisors in Texas, A to Z
Search by name →- Lucy A. GardnerDallas · Certified Financial Planner
- Benjamin H. KimDallas
- Justin L. ThompsonDallas · Certified Financial Planner
Matter Family Office advisors in every state →Matter Family Office: assets, clients and custodians →Advisor Moves: who changed firms this week →
Matter Family Office in other states
Questions
How many Matter Family Office financial advisors are in Texas?
3 investment adviser representatives are registered at Matter Family Office offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 40 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Matter Family Office have the most advisors?
Dallas, with 3. Matter Family Office has advisors in 1 city in Texas.
How do I check a Matter Family Office advisor in Texas?
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.