Lindsey Nicole Brown
Investment adviser representative at Matter Family Office
10 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
10 years in the industry.
- Matter Family OfficeJul 2026 to now
- Matter LLCJan 2026 to now
- Iwp Wealth Management LLCSep 2022 to May 2026
- Wedbush SecuritiesJul 2018 to Sep 2022
- Mountain Vista Eyecare & Dry Eye CenterSep 2017 to Jul 2018
- UnemployedJun 2017 to Aug 2017
- General MotorsDec 2016 to May 2017
- Ccad ReprographicsJan 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 6997503
- Firm CRD
- 106806