Financial ADVSR advisor directory · SEC adviser records
Matter Family Office financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Matter Family Office office in Dallas, A to Z.
The short answer
3 registered advisors work at Matter Family Office in Dallas, out of 40 at the firm nationwide; it ranks number 165 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Matter Family Office advisors in Dallas, A to Z
Every Matter Family Office advisor →- Lucy A. GardnerCertified Financial Planner
- Benjamin H. KimInvestment adviser rep
- Justin L. ThompsonCertified 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 14Clayton, MO 5Hamden, CT 1Raleigh, NC 1
Other firms in Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 239Morgan Stanley 225J.P. Morgan Securities LLC 213UBS Financial Services Inc. 137Strategic Advisers LLC 104Goldman Sachs Wealth Services, L.P. 95Cetera Investment Advisers LLC 89Rockefeller Financial LLC 87Wells Fargo Clearing Services, LLC 83LPL Financial LLC 76Hilltop Securities Inc. 70Momentum Independent Network Inc. 65
Questions
How many financial advisors does Matter Family Office have in Dallas?
3 investment adviser representatives are registered at Matter Family Office offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 40 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Matter Family Office one of the largest advisor employers in Dallas?
Matter Family Office ranks number 165 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.
How do I check a Matter Family Office advisor in Dallas?
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.