Unclaimed Profile

Whitney M. Kenter

MATTER, LLC·CLAYTON, Missouri

Series 7, Series 66Clean record23 years registeredMATTER, LLC

7711 BONHOMME AVENUE, CLAYTON, MO 63105CRD# 4542272Firm CRD# 106806

Profile Verification

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

Identity

Whitney M. Kenter · CLAYTON, MO

Registration

CRD #4542272 · MATTER, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MATTER, LLC

MATTER FAMILY OFFICE

Apr 2009 – Feb 2021

CLAYTON, MO

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2006 – Mar 2009

LADUE, MO

BANC OF AMERICA INVESTMENT SERVICES, INC.

Mar 2003 – Dec 2006

CLAYTON, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 7, 2003

Years registered · 23

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 Whitney M. Kenter offer?

Whitney M. Kenter specializes in Financial Planning, Investment Management, Retirement Planning.

What are Whitney M. Kenter's credentials?

Whitney M. Kenter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Whitney M. Kenter located?

Whitney M. Kenter is based in CLAYTON, Missouri, last registered with MATTER, LLC.

How does Whitney M. Kenter charge for services?

Whitney M. Kenter'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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