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Todd Michael Long

The Mather Group, LLC

Chicago, IL

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Current Employers
The Mather Group, Llc

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-03-19
  • MO RA
    APPROVED
    Since 2024-03-19

Branch Locations

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc St. Louis MO 07/2012 04/2017
Ef Legacy Securities, Llc Henrico VA 04/2017 10/2018
Edelman Financial Services, Llc Fairfax VA 04/2017 11/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 01/2024
The Mather Group, Llc. Chicago IL 02/2024 Present
  • 07/2012 → 04/2017
    Fidelity Brokerage Services Llc
    St. Louis, MO
  • 04/2017 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 04/2017 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 11/2018 → 01/2024
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 02/2024 → Present
    The Mather Group, Llc.
    Chicago, IL
Previous Registrations
  • 2018-11-01 → 2024-03-01
    Edelman Financial Engines
    Clayton, MO
    St. Louis, MO
  • 2017-04-26 → 2018-11-01
    Edelman Financial Services, Llc
    Clayton, MO
    Fairfax, VA
  • 2013-09-13 → 2017-04-12
    Strategic Advisers Llc
    St. Louis, MO
    Chesterfield, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-13
S63 Uniform Securities Agent State Law Examination 2003-07-11
  • S66 Uniform Combined State Law Examination
    2013-09-13
  • S63 Uniform Securities Agent State Law Examination
    2003-07-11

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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