Kirby Ott, financial advisor Clayton MO
93 score

Kirby Ott

CRD Number: 4572329
Current Firm: Matter Family Office

Kirby Ott (CRD# 4572329) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Matter Family Office Clayton, MO Sep 2009 - Current 7
Moneta Group, LLC Clayton, MO Jan 2005 - Sep 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Kirby T. Ott
Phone Number: 314-862-5190
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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