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Cecilia Rae Tarlas

Matter Family Office

St Louis, MO

Chicago, IL

CRD 6823075

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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
IL RA APPROVED 2024-12-17
TX RA APPROVED 2024-12-17
  • IL RA
    APPROVED
    Since 2024-12-17
  • TX RA
    APPROVED
    Since 2024-12-17

Branch Locations

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

Chicago, IL • 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 Chicago IL 06/2018 Present
Student Boulder CO 05/2014 06/2018
Designations
  • Certified Financial Planner

View on SEC IAPD

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