Suzanne
Bick

The Mather Group, LLC

CRD#7454493
Investment Advisor
in Chicago, IL

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About this Advisor

Suzanne Bick is a financial advisor operating in Chicago, Illinois who has 1 year of relevant experience. Bick is an employee of The Mather Group, LLC. Over the course of their career, Bick has held roles at Cedar Financial Advisors, LLC, Norway Labs, Inc and The Mather Group, LLC. Bick has Series 65 and Series 65 licenses, which qualify them as an investment advisor representative, and can work in Illinois and Oregon. The Mather Group, LLC is a financial advisory business headquartered in Chicago, IL. It has offices in 60 locations and a total of 167 employees. It oversees $9 billion in total assets among its 16,761 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to two charities and foundations. Of its 16,761 client accounts, 51% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually depend on which service is provided. However, fee types charged by The Mather Group, LLC most likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

353 N. Clark Street Suite 2775
Chicago, IL 60654

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The Mather Group, LLC Brokerage Details

Total Assets Under Management

$8,718,717,623

IL Average: $6,674,516,078
Total Number of Employees

167

IL Average: 44
Total Number of Accounts

16,761

IL Average: 2,564
Average Account Size

$520,179

IL Average: $2,603,165

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

Suzanne Bick Work History

Suzanne has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

The Mather Group, LLC

2017 - 2022 (5 years)

Cedar Financial Advisors, LLC

2008 - 2019 (11 years)

Norway Labs, Inc

*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 Suzanne Bick 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

Jonathan Gussick
Chicago, IL
Kelly Carpenter
Chicago, IL
Bradley Phillips
Austin, TX
Joshua Mason
Snohomish, WA
James Perkins
Chicago, IL
David Morris
Chicago, IL
Amanda Muse
Chicago, IL
Brian Taylor
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.

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