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Brian Joseph Fernandez

MATTER, LLC·CLAYTON, Missouri
Unclaimed Profile
7711 BONHOMME AVENUE, CLAYTON, MO 63105CRD# 4767507Firm CRD# 106806
01

About

Brian Joseph Fernandez is a registered financial advisor based in CLAYTON, Missouri, affiliated with MATTER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MATTER, LLC
MATTER FAMILY OFFICE
AUM
$3.4B
Regulatory assets under management
Employees
44
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4767507
Firm CRD# 106806
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Joseph Fernandez offer?
Brian Joseph Fernandez specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CLAYTON, Missouri for a consultation.
What are Brian Joseph Fernandez's credentials?
Brian Joseph Fernandez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Joseph Fernandez located?
Brian Joseph Fernandez is based in CLAYTON, Missouri, working with MATTER, LLC. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.
How does Brian Joseph Fernandez charge for services?
Brian Joseph Fernandez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATTER, LLC?
MATTER, LLC has approximately 44 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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