Cecilia Rae Tarlas
Investment adviser representative at Matter Family Office
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.8BFirm assets
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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 OfficeJun 2018 to now
- StudentMay 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 6823075
- Firm CRD
- 106806