Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Otto is a financial advisor with over 25 years of experience in the industry. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and has worked at Hightower Advisors, LLC since 2016. Matthew previously worked at SunTrust Investment Services, Inc. and Shields & Company. Matthew provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. Matthew also has experience with treasury management for corporate clients and pension consulting. Matthew is registered in Colorado and Florida, and is also FINRA registered. Matthew specializes in working with individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Matthew's office is located in Vail, Colorado, and he also has a branch office location in Sarasota, Florida.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CO
01/02/2025 - Present
Hightower Advisors, LLC (VAIL CO)
FL
08/06/1998 - 03/18/2016
SUNTRUST INVESTMENT SERVICES, INC. (SARASOTA FL)
NY
08/16/1996 - 08/10/1998
SHIELDS & COMPANY (NEW YORK NY)
MO
10/16/1995 - 06/17/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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