Thierry J. Brunel

MATTER FAMILY OFFICE

Clayton, MO 63105

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CRD#: 5190320

Professional summary

Thierry Jean Dominique Brunel, who also goes by Thierry Jean Brunel, Thierry Jean Domin Brunel, is a registered financial advisor currently at MATTER FAMILY OFFICE located in Clayton, Missouri.

Thierry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Thierry has worked at 5 firms and has passed the Series 65, Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thierry Jean Brunel | Thierry Jean Domin Brunel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Thierry Brunel serves on the Investment Committee for the not-for profit Ronald McDonald House Charities of St Louis and donates approximately 2-4 hours per month to this cause. He does not receive any financial compensation in exchange for his work.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thierry Jean Dominique Brunel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 13, 2019 - Present

MATTER FAMILY OFFICE

Office #1: 7711 Bonhomme Avenue Suite 400, Clayton, MO 63105

RIA

CRD#: 106806

Clayton, MO

Past

December 5, 2011 - November 12, 2013

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

CHEVY CHASE, MD

Past

January 11, 2008 - December 1, 2011

CONVERGENT WEALTH ADVISORS, LLC

RIA

CRD#: 143719

POTOMAC, MD

Past

April 2, 2007 - September 5, 2007

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

ST. LOUIS, MO

Past

April 2, 2007 - September 5, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

ST. LOUIS, MO

Past

October 18, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

ST. LOUIS, MO

Past

October 4, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MATTER FAMILY OFFICE

FINANCIAL MANAGEMENT PARTNERS | MATTER, LLC | MATTER, INC. | MATTER FAMILY OFFICE | FINANCIAL MANAGEMENT PARTNERS CORPORATION

CRD#: 106806 / SEC#: 801-37738

RIA

Registered Investment Advisory firm - (12/14/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(6/13/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/13/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/17/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 10/26/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/3/2006

General Securities Representative Examination

Current Firm

MATTER FAMILY OFFICE

FINANCIAL MANAGEMENT PARTNERS | MATTER, LLC | MATTER, INC. | MATTER FAMILY OFFICE | FINANCIAL MANAGEMENT PARTNERS CORPORATION

CRD#: 106806 / SEC#: 801-37738

RIA

Registered Investment Advisory firm - (12/14/1990 Approved)

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Contact information

Main Address

7711 Bonhomme Avenue Suite 400, Clayton, MO 63105

Mailing Address

Phone number

(314) 862-5190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-10-29 MATTER FAMILY OFFICE ADV PART 2 FINAL (10/29/2025)

Regulatory assets under management

Total Number of Accounts	2,603
AUM (Assets Under Management)	$ 3,545,783,894

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
09/20/2024	Cover Page	Report
08/11/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Thierry J. Brunel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thierry Jean Dominique Brunel's CRS (Customer Relationship Summary).

Certified licenses

Experience

GFO ADVISORY SERVICES, LLC

CONVERGENT WEALTH ADVISORS, LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

MATTER FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/2019

Series 66

Date: 10/17/2006

Series 31

Date: 10/26/2006

Series 7

Date: 10/3/2006

Current Firm

MATTER FAMILY OFFICE

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MATTER FAMILY OFFICE

TRUST BUT VERIFY

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