Financial ADVSR advisor directory · SEC adviser records
Matter Family Office financial advisors in Clayton, MO
Every SEC-registered investment adviser representative at a Matter Family Office office in Clayton, A to Z.
The short answer
5 registered advisors work at Matter Family Office in Clayton, out of 40 at the firm nationwide; it ranks number 19 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Matter Family Office advisors in Clayton, A to Z
Every Matter Family Office advisor →- Lauren HebelChartered Financial Analyst
- Katherine B. LintzCertified Financial Planner
- Ashley C. MartinCertified Financial Planner
- Kirby T. OttInvestment adviser rep
- Margaux H. RothCertified Financial Planner
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
Denver, CO 16St Louis, MO 14Dallas, TX 3Hamden, CT 1Raleigh, NC 1
Other firms in Clayton
All Clayton advisors →&Partners 157Merrill Lynch, Pierce, Fenner & Smith Incorporated 72Morgan Stanley 72Stifel, Nicolaus & Company, Incorporated 43J.P. Morgan Securities LLC 27UBS Financial Services Inc. 23Charles Schwab & Co., Inc. 22Focus Partners Wealth, LLC 21Asset Consulting Group, LLC 15Smith, Moore & Co. 15Parkwoods Wealth Partners, LLC 12Wells Fargo Clearing Services, LLC 11
Questions
How many financial advisors does Matter Family Office have in Clayton?
5 investment adviser representatives are registered at Matter Family Office offices in Clayton, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 40 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Matter Family Office one of the largest advisor employers in Clayton?
Matter Family Office ranks number 19 in Clayton by registered advisors; &Partners has the most, with 157.
How do I check a Matter Family Office advisor in Clayton?
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.