MA
Madison C. Atherton
MATTER FAMILY OFFICE
Denver, CO 80206
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CRD#: 6561846
MA
Professional summary
Madison Christa Atherton, who also goes by Maddie C Atherton, Madison C Atherton, Madison Christa Glantz, is a registered financial advisor currently at MATTER FAMILY OFFICE located in Denver, Colorado.
Madison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Madison has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Maddie C Atherton | Madison C Atherton | Madison Christa Glantz
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.
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SYNERGY TRUST PARTNERS INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 115 W SNOW KING AVE. JACKSON WY 83001 NATURE OF BUSINESS: PRIVATE TRUST CO POSITION, TITLE, ASSOCIATION: BOARD MEMBER START DATE OF RELATIONSHIP: 01/01/2024 NUMBER OF HOURS DEVOTED: 20 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Consult with other Board Members to administer the Trusts overseen by the Private Trust Company. Serve on the distribution committee FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GATES CAPITAL MANAGEMENT LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3575 CHERRY CREEK N DR. DENVER, COLORADO 80209 NATURE OF BUSINESS: FAMILY OFFICE POSITION, TITLE, ASSOCIATION: BOARD CHAIRMAN, BOARD MEMBER START DATE OF RELATIONSHIP: 01/01/2019 NUMBER OF HOURS DEVOTED: 20 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OVERSIGHT OF FAMILY OFFICE STRATEGIC DIRECTION, EXECUTIVE MANAGEMENT, GENERAL FAMILY GOVERNANCE FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GATES CAPITAL MANAGEMENT LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3575 CHERRY CREEK N DR. DENVER, COLORADO 80209 NATURE OF BUSINESS: FAMILY OFFICE POSITION, TITLE, ASSOCIATION: EDUCATION COMMITTEE MEMBER START DATE OF RELATIONSHIP: 2/1/2016 NUMBER OF HOURS DEVOTED: 6 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I SERVE ON THE EDUCATION COMMITTEE FOR THE GATES FAMILY. IT IS A COMMITTEE OVERSEEN BY THE BOARD OF DIRECTORS. I ASSIST IN PLANNING RETREATS, EDUCATIONAL PROGRAMS, AND ANNUAL CONFERENCES FOR THE FAMILY. Gates Capital Partners Investment Related: Yes Address: 3575 Cherry Creek N Dr Nature of business: Private Equity Investments Position: Board Member Start Date: 1/1/2020 # of hours/ month: 2 # of hours during trading: 0 DUTIES: General oversight and fund selection for capital partners private equity program
CRS (Client Relationship Summary) - RIA
Click below to view Madison Christa Atherton'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 4, 2024 - Present
MATTER FAMILY OFFICE
Office #1: 210 University Avenue Suite 220, Denver, CO 80206RIA
CRD#: 106806
Denver, CO
Past
November 16, 2015 - October 27, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GREENWOOD VILLAGE, CO
Past
October 29, 2015 - October 27, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
GREENWOOD VILLAGE, CO
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".
MF
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
Colorado(6/4/2024)
IAR
Missouri(6/4/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MF
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)Upgrade to AdvisorCheck Premium
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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
51
SEC notice filing (7 States and Territories)
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 | ||
| 09/20/2024 | ||
| 08/11/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
