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Margaux Hennessey Roth

Matter Family Office

Clayton, MO

CRD 4875756

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Employer firm

Matter Family Office CRD 106806

$3.81B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Educational seminars
  • CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES

From the firm’s Form ADV. Read the guides:

Current Employers
Matter Family Office

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-08-13
CO RA APPROVED 2019-08-13
CT RA APPROVED 2019-08-13
IL RA APPROVED 2019-08-13
MO RA APPROVED 2019-08-13
  • CA RA
    APPROVED
    Since 2019-08-13
  • CO RA
    APPROVED
    Since 2019-08-13
  • CT RA
    APPROVED
    Since 2019-08-13
  • IL RA
    APPROVED
    Since 2019-08-13
  • MO RA
    APPROVED
    Since 2019-08-13

Branch Locations

7711 Bonhomme Avenue Suite 400, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matter Family Office Clayton MO 03/2015 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-05-10
  • S63 Uniform Securities Agent State Law Examination
    2005-05-10
Designations
  • Certified Financial Planner
Other Names
  • Margaux Greene Hennessey

View on SEC IAPD

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Nearby Investors

TIMOTHY PAUL HASARA
MARGARET MARY FRIEDHOFF
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Nearby Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO

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