Andrew
Sebastian

Matter Family Office

CRD#5749228
Investment Advisor
in Saint Louis, MO

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About this Advisor

Andrew Sebastian is a financial advisor based in Saint Louis, Missouri, working with Matter Family Office. Andrew has previously held positions at Matter Family Office, Dinosaur Securities, L.L.C, and Dlg Wealth Management. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Andrew is part of Matter Family Office, which operates out of Saint Louis, Missouri. The firm has 2 offices and 44 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars, and other services. The fee structure at Matter Family Office includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7711 Bonhomme Avenue Suite 400
Saint Louis, MO 63105

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Matter Family Office Brokerage Details

Total Assets Under Management

$3,389,721,779

MO Average: $11,469,110,461
Total Number of Employees

44

MO Average: 458
Total Number of Accounts

234

MO Average: 33,415
Average Account Size

$14,485,991

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Andrew Sebastian Work History

2017 - Present (7 years)

Matter Family Office

2012 - Present (12 years)

Dlg Wealth Management

2012 - 2017 (5 years)

Dinosaur Securities, L.L.C

Disclosures

Please visit the SEC profile of Andrew Sebastian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Matter Family Office

Lauren Maher
Saint Louis, MO
Erin Mccloskey
Denver, CO
Justin Thompson
Dallas, TX
Thomas Bevington
Saint Louis, MO
Thierry Brunel
Saint Louis, MO
Marlys Raycraft
Denver, CO
Lauren Hebel
Saint Louis, MO
Andrew Sebastian
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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