Cherie Anderson Stokes

Employer firm

The Mather Group, LLC CRD 156005

$13.4B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 06/2019
  Wells Fargo. N.A.
  San Leandro, CA
• 06/2019 → 03/2022
  Osborne Partners
  San Francisco, CA
• 03/2022 → 04/2022
  Burton Enright Welch
  Walnut Creek, CA
• 07/2022 → 11/2023
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 07/2022 → 11/2023
  Charles Schwab Bank, Ssb
  San Francisco, CA
• 11/2023 → 11/2025
  The Mather Group
  Lafayette, CA
• 11/2025 → Present
  The Mather Group
  Lafayette, CA

Previous Registrations

• 2023-05-01 → 2023-11-10
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 2016-11-21 → 2019-06-11
  Wells Fargo Clearing Services, Llc
  San Leandro, CA

Other Businesses

STATE OF CALIFORNIA, HEALTH & HUMAN SERVICES AGENCY | NOT INVESTMENT RELATED | SAN FRANCISCO, CALIFORNIA | START DATE: 02/01/2017 | PROVIDE IN-HOME HEALTH CARE PROVIDER FOR PARENT (ON WEEKENDS) | LESS THAN 20 HOURS PER MONTH | NONE DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-29
• S63 Uniform Securities Agent State Law Examination
  2022-10-29

Other Names

• Cherie Anderson