Financial ADVSR advisor directory · SEC adviser records
Matisse Capital financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Matisse Capital office in Portland, A to Z.
The short answer
8 registered advisors work at Matisse Capital in Portland, out of 9 at the firm nationwide; it ranks number 33 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Matisse Capital advisors in Portland, A to Z
Every Matisse Capital advisor →- Eric A. BoughtonChartered Financial Analyst
- Axel H. FlichtbeilInvestment adviser rep
- Deirdre S. Hochberg HigdonInvestment adviser rep
- Daniel C. SholianInvestment adviser rep
- Bryn TorkelsonInvestment adviser rep
- Niklas H. TorkelsonInvestment adviser rep
- Raymond B. TorkelsonInvestment adviser rep
- Rebecca Y. WeiChartered Financial Analyst
Matisse Capital advisors in every city and state →Matisse Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Matisse Capital advisors in other cities
Other firms in Portland
All Portland advisors →LPL Financial LLC 57Ameriprise Financial Services, LLC 52Stancorp Investment Advisers, Inc. 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 41Morgan Stanley 33UBS Financial Services Inc. 33Wells Fargo Clearing Services, LLC 32Edward Jones 31Transamerica Financial Advisors, LLC 29M Holdings Securities, Inc. 28J.P. Morgan Securities LLC 25Strategic Advisers LLC 25
Questions
How many financial advisors does Matisse Capital have in Portland?
8 investment adviser representatives are registered at Matisse Capital offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Matisse Capital one of the largest advisor employers in Portland?
Matisse Capital ranks number 33 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Matisse Capital advisor in Portland?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.