Andrew Sebastian

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  Dlg Wealth Management
  Clifton Park, NY
• 08/2012 → 06/2017
  Dinosaur Securities, L.L.C.
  New York, NY
• 07/2017 → Present
  Matter Family Office
  St Louis, MO

Previous Registrations

• 2012-09-27 → 2013-09-11
  Etico Wealth Management Llc
  Saratoga Springs, NY

Exams

• S66 Uniform Combined State Law Examination
  2012-09-13

Designations

• Chartered Financial Analyst

Other Names

• Andrew David Sebastian