Unclaimed Profile

Stewart Mohr Mather

THE MATHER GROUP, LLC·CHICAGO, Illinois

Series 7, Series 31, Series 66Clean record24 years registeredTHE MATHER GROUP, LLC

353 N. CLARK STREET, CHICAGO, IL 60654CRD# 4494459Firm CRD# 156005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stewart Mohr Mather · CHICAGO, IL

Registration

CRD #4494459 · THE MATHER GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE MATHER GROUP, LLC

THE MATHER GROUP, LLC

Feb 2011 – Nov 2020

CHICAGO, IL

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Mar 2011

OAK BROOK, IL

MORGAN STANLEY & CO. INCORPORATED

Feb 2008 – Jun 2009

OAK BROOK, IL

UBS FINANCIAL SERVICES INC.

Jun 2002 – Feb 2008

OAKBROOK TERRACE, IL

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Mar 2002 – Apr 2002

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · March 6, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MATHER GROUP, LLC

CRD 156005 · SEC 801-72156

AUM

$10.5B

Regulatory assets under management

Employees

163

15,974 client accounts

Services offered by THE MATHER GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE MATHER GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Stewart Mohr Mather offer?

Stewart Mohr Mather specializes in Financial Planning, Investment Management.

What are Stewart Mohr Mather's credentials?

Stewart Mohr Mather is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stewart Mohr Mather located?

Stewart Mohr Mather is based in CHICAGO, Illinois, last registered with THE MATHER GROUP, LLC.

How does Stewart Mohr Mather charge for services?

Stewart Mohr Mather's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of total net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE MATHER GROUP, LLC?

THE MATHER GROUP, LLC has approximately 163 employees and manages $10.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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