MATTHEW H. MONCRIEF
BROWN BROTHERS HARRIMAN INVESTMENTS | Managing Director, Client Advisor
New York, NY 10005
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CRD#: 5452086
Professional summary
MATTHEW HENRY MONCRIEF, who also goes by Matthew Henry Moncrief, is a registered financial professional currently at BROWN BROTHERS HARRIMAN INVESTMENTS, LLC located in New York, New York.
MATTHEW is registered as a RR (Registered Representative) and started their career in finance in 2008. MATTHEW has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
Matthew Moncrief is a Managing Director at Hightower Texas, where he directs the development, creation, and execution of custom wealth plans for high and ultra-high-net-worth individuals, families, foundations and endowments.
In 2012, Matthew joined Salient and in 2018, Hightower acquired Salient’s private wealth management business to become Hightower Texas. Previously, he served as Vice President at Amegy Bank of Texas in their private banking wealth management group. Prior to that, he served as an Investment Analyst and Trader for Tudor, Pickering, Holt & Co.
Matthew earned a degree from University of Texas at Austin and holds the FINRA Series 7 and 66 licenses. He currently serves as Chair of the Hightower Texas Investment Committee and has previously served on the Boards of St. Martins Episcopal Preschool and Young Texans Against Cancer. He resides in Houston with his wife, Lauren; sons, Henry and Lucas; and daughter, Clara.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Matthew Henry Moncrief
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view MATTHEW HENRY MONCRIEF's 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®
NoneExperience
Current
June 17, 2024 - Present
BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
Office #1: 140 Broadway, New York, NY 10005BD
CRD#: 282732
New York, NY
Past
November 29, 2018 - December 14, 2023
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
HOUSTON, TX
Past
September 5, 2018 - December 14, 2023
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
HOUSTON, TX
Past
August 10, 2017 - December 31, 2018
HIGHTOWER PRIVATE CLIENT
RIA
CRD#: 288687
HOUSTON, TX
Past
July 17, 2013 - October 10, 2017
SALIENT CAPITAL ADVISORS, LLC
RIA
CRD#: 153914
HOUSTON, TX
Past
August 6, 2012 - September 7, 2018
SALIENT CAPITAL L.P.
BD
CRD#: 147912
HOUSTON, TX
Past
February 7, 2008 - February 11, 2010
TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC
BD
CRD#: 129772
HOUSTON, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/17/2024)
RR
Alaska(6/17/2024)
RR
Arizona(6/17/2024)
RR
Arkansas(6/17/2024)
RR
California(6/17/2024)
RR
Colorado(6/17/2024)
RR
Connecticut(6/17/2024)
RR
Delaware(6/17/2024)
RR
District of Columbia(6/17/2024)
RR
Florida(6/17/2024)
RR
Georgia(6/17/2024)
RR
Hawaii(6/17/2024)
RR
Idaho(6/17/2024)
RR
Illinois(6/17/2024)
RR
Indiana(6/17/2024)
RR
Iowa(6/17/2024)
RR
Kansas(6/17/2024)
RR
Kentucky(6/17/2024)
RR
Louisiana(7/1/2024)
RR
Maine(6/17/2024)
RR
Maryland(6/17/2024)
RR
Massachusetts(6/17/2024)
RR
Michigan(6/17/2024)
RR
Minnesota(6/17/2024)
RR
Mississippi(6/17/2024)
RR
Missouri(6/17/2024)
RR
Montana(6/17/2024)
RR
Nebraska(6/17/2024)
RR
Nevada(6/17/2024)
RR
New Hampshire(6/17/2024)
RR
New Jersey(6/17/2024)
RR
New Mexico(6/17/2024)
RR
New York(6/17/2024)
RR
North Carolina(6/17/2024)
RR
North Dakota(6/17/2024)
RR
Ohio(6/17/2024)
RR
Oklahoma(6/17/2024)
RR
Oregon(6/17/2024)
RR
Pennsylvania(6/17/2024)
RR
Puerto Rico(6/17/2024)
RR
Rhode Island(6/17/2024)
RR
South Carolina(6/17/2024)
RR
South Dakota(6/17/2024)
RR
Tennessee(6/17/2024)
RR
Texas(6/17/2024)
RR
Utah(6/17/2024)
RR
Vermont(6/17/2024)
RR
Virgin Islands(6/17/2024)
RR
Virginia(6/17/2024)
RR
Washington(6/17/2024)
RR
West Virginia(6/17/2024)
RR
Wisconsin(6/17/2024)
RR
Wyoming(6/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BB
BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
CRD#: 282732 / SEC#: , 8-69731
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
140 Broadway, New York, NY 10005-1108
Mailing Address
140 Broadway, New York, NY 10005-1108
Phone number
(212) 483-1818
Established
Delaware since 11/09/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BROWN BROTHERS HARRIMAN & CO. | SOLE MEMBER | |
| GREIFENKAMP, DANIEL JOSEPH | CEO, CHAIRMAN OF THE BOARD | 2180478 |
| HUTSON, JOSHUA EYARE | CCO | 2912952 |
| KRUCZEK, ROBERT PATRICK | DIRECTOR | 2389311 |
| MESKIN, JEFFREY BRYAN | DIRECTOR | 2855280 |
| PUSTORINO, PAUL JAMES | PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER | 5059093 |
| SCHOENFELD, JEFFREY ALAN | DIRECTOR | 2490214 |
Red Flags
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Company Information
BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
Managing Director, Client AdvisorCRD#: 282732New York, NY 10005TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
