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Andrew Sebastian

Matter Family Office

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About Andrew Sebastian

Andrew Sebastian is an investment advisor representative associated with Matter Family Office, with over 10 years of experience in the financial services industry. Andrew has a strong background in investment management and financial planning, and holds the Series 66 and Series 7 licenses. Andrew is a Chartered Financial Analyst (CFA) and has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Andrew's focus is on providing comprehensive financial planning and investment management services to clients.

Firm Information

Andrew Sebastian is currently registered with Matter Family Office. Matter Family Office, based in Clayton, MO, provides financial planning, portfolio management, and educational seminars to high-net-worth individuals, charitable organizations, and pooled investment vehicles. They also create and administer LLCs for clients to pool funds for investments in separately managed vehicles. The firm manages over $3.3 billion in assets.
Matter Family Office

7711 BONHOMME AVENUE

CLAYTON, MO 63105

$3.39B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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create & administer llc's to pool client funds to invest in separately managed investment vehicles.

Create & administer llc's to pool client funds to invest in separately managed investment vehicles.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Sebastian’s Registration & Firm History

MO

03/07/2024 - Present

Matter Family Office (CLAYTON MO)

NY

08/20/2012 - 09/10/2013

DINOSAUR SECURITIES, L.L.C. (CLIFTON PARK NY)

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Licenses & Designations

BOTH

Issued 09/13/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Sebastian.
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