Matthew
Giller

Farther

CRD#2185571
Investment Advisor
in Wilton, CT

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About this Advisor

Matthew Giller is a financial advisor based in Wilton, Connecticut, working with Farther. Matthew has previously held positions at Pine Lane Capital Advisors, Seedchange, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, and Farther Finance Advisors. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Matthew is part of Farther, which operates out of Wilton, Connecticut. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Wilton, CT

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

CT Average: $7,578,581,321
Total Number of Employees

154

CT Average: 43
Total Number of Accounts

5,112

CT Average: 3,727
Average Account Size

$426,804

CT Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Matthew Giller Work History

2023 - Present (2 years)

Farther Finance Advisors

2020 - 2023 (3 years)

Mass Mutual Life Insurance Company

2020 - 2023 (3 years)

Mml Investors Services, LLC

2017 - 2019 (2 years)

Northwestern Mutual Wealth Management Company

2016 - 2019 (3 years)

Northwestern Mutual Life Insurance Company

2016 - 2019 (3 years)

Northwestern Mutual Investment Services LLC

2014 - 2016 (2 years)

Pine Lane Capital Advisors

2014 - 2014 (< 1 year)

Seedchange

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Matthew Giller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Farther

Michael Desantis
San Francisco, CA
Christopher Tarkowski
Mattawan, MI
Nathan Bosek
Sartell, MN
Jonathan Fauver
San Francisco, CA
Jonathon Mason
Cincinnati, OH
Roy Satterthwaite
San Francisco, CA
Kyra Gayle Luu
Las Vegas, NV
Robert Kelly
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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