Matthew Joseph Ott
Investment adviser representative at Krilogy
16 yearsExperience
2 statesRegistered in
$5.2BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- KrilogyMar 2024 to now
- Datatex Investment Services, Inc.Oct 2021 to now
- Huntleigh Advisors, Inc.Oct 2021 to now
- Huntleigh Securities CorporationOct 2021 to now
- Transamerica Investors Securities CorporationJul 2019 to Oct 2021
- Transamerica Life Insurance CompanyJul 2018 to Oct 2021
- Transamerica Capital IncJul 2018 to Jul 2019
- MML Distributors, LLCMay 2014 to Jul 2018
- Massmutual Financial GroupJul 2010 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Krilogy
Legal name: Krilogy Financial LLC
$5.2BAssets managed
3,204Clients
63Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4202245
- Firm CRD
- 149046