Unclaimed Profile

Kirby T. Ott

MATTER, LLC·CLAYTON, Missouri

Series 7, Series 63, Series 65Clean record14 years registeredMATTER, LLC

7711 BONHOMME AVENUE, CLAYTON, MO 63105CRD# 4572329Firm CRD# 106806

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kirby T. Ott · CLAYTON, MO

Registration

CRD #4572329 · MATTER, LLC · 14 years registered

Brand Profile

Not yet started

Career History

MATTER FAMILY OFFICE

Aug 2019 – present

MATTER FAMILY OFFICE

Jun 2012 – Apr 2019

CLAYTON, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 6, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATTER, LLC

CRD 106806 · SEC 801-37738

AUM

$3.4B

Regulatory assets under management

Employees

234 client accounts

Services offered by MATTER, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MATTER, LLC →

Introduction

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Frequently Asked Questions

What services does Kirby T. Ott offer?

Kirby T. Ott specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CLAYTON, Missouri for a consultation.

What are Kirby T. Ott's credentials?

Kirby T. Ott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kirby T. Ott located?

Kirby T. Ott is based in CLAYTON, Missouri, working with MATTER, LLC. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.

How does Kirby T. Ott charge for services?

Kirby T. Ott'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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