Stewart Mather, financial advisor Chicago IL
96 score

Stewart Mather

CRD Number: 4494459
Current Firm: The Mather Group, LLC

Stewart Mather (CRD# 4494459) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 14 years of experience in the finance industry. Stewart Mather has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Mather Group, LLC Chicago, IL Jan 2016 - Current < 1
The Mather Group, LLC Oakbrook Terrace, IL Feb 2011 - Jan 2016 4
Morgan Stanley Smith Barney Oak Brook, IL Jun 2009 - Feb 2011 1
Morgan Stanley & Company, Incorporated Oak Brook, IL Feb 2008 - Feb 2011 3
Ubs Financial Services Inc. Oakbrook Terrac, IL Jun 2006 - Feb 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
Contact Info for Stewart M. Mather
Phone Number: 630-537-1078
Registered State(s):
  • CA
  • FL
  • IN
  • MI
  • WI
  • TX
  • IL
By the Numbers
  • Total Assets Under Management
    809
    MILLIONS
  • Total Number of Accounts
    1,554
    ACCOUNTS
  • Average Account Value
    $520,519
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, IL, IN, MI, TX, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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