Matthew Ryan Haney
Investment adviser representative at Matter Family Office
12 yearsExperience
1 stateRegistered in
$3.8BFirm assets
35 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Matter Family OfficeMar 2026 to now
- UnemployedJun 2025 to Feb 2026
- JPMorgan Chase Bank NAAug 2021 to May 2025
- JPMorgan Securities LLCAug 2021 to May 2025
- UnemployedJun 2021 to Jul 2021
- Prefix IncJun 2020 to Aug 2020
- University of TexasAug 2019 to May 2021
- UnemployedJul 2019 to Jul 2019
- Fidelity Brokerage Services, LLCMay 2014 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Matter Family Office
Legal name: Matter, LLC
$3.8BAssets managed
229Clients
43Advisers
35 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
- 6205587
- Firm CRD
- 106806