Matthew
Greer
The Mather Group, LLC
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About this Advisor
Matthew Greer is a certified financial planner operating out of Chicago, Illinois, with 1 year of industry experience. Greer is on the advisory team at The Mather Group, LLC. Over the course of their career, they have held roles at Fidelity Brokerage Services LLC, Tdameritrade, Inc, Usaa Financial Planning Services, Usaa Financial Advisors Inc, Usaa Investment Management Company, Charles Schwab And Co., Inc, Charles Schwab Bank, Ssb, Schwab Private Client Investment Advisory, Inc, The Mather Group, LLC and Fidelity Investments. Greer holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in Illinois and Texas. The Mather Group, LLC is a financial advisory firm that has its headquarters in Chicago, IL. It has offices in 60 locations and a total of 167 employees. It controls $9 billion in assets under management among its 16,761 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to two charitable organizations. Of its 16,761 client accounts, 51% belong to high-net-worth clients who have greater than $1 million in assets. The Mather Group, LLC has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice vary depending on which services are offered. However, fee types charged by The Mather Group, LLC can consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Mather Group, LLC Brokerage Details
$8,718,717,623
167
16,761
$520,179
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Greer Work History
Matthew has been registered as a financial advisor for 1 years.*
The Mather Group, LLC
Schwab Private Client Investment Advisory, Inc
Charles Schwab And Co., Inc
Charles Schwab Bank, Ssb
Usaa Investment Management Company
Usaa Financial Planning Services
Usaa Financial Advisors Inc
Tdameritrade, Inc
Fidelity Brokerage Services LLC
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Greer 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 The Mather Group, LLC
Chicago, IL
Snohomish, WA
Austin, TX
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
