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Mark Manthey

Strategic Advisers LLC

Woodstock, IL

CRD 7503072

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-04-09
TX RA APPROVED 2025-04-09
  • IL RA
    APPROVED
    Since 2025-04-09
  • TX RA
    APPROVED
    Since 2025-04-09

Branch Locations

Woodstock, IL • 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
Oneamerica Securities Woodstock IL 02/2022 06/2022
Naythem Consulting, Llc Woodstock IL 07/2013 06/2024
Unemployed Woodstock IL 01/2021 09/2021
Jpmorgan Chase Bank N. A. Barrington IL 07/2022 10/2023
Fidelity Investments South Bend IN 06/2024 Present
  • 02/2022 → 06/2022
    Oneamerica Securities
    Woodstock, IL
  • 07/2013 → 06/2024
    Naythem Consulting, Llc
    Woodstock, IL
  • 01/2021 → 09/2021
    Unemployed
    Woodstock, IL
  • 07/2022 → 10/2023
    Jpmorgan Chase Bank N. A.
    Barrington, IL
  • 06/2024 → Present
    Fidelity Investments
    South Bend, IN
Other Businesses

OBA-111171|OrgNmn:Naythem Consulting, LLC|Org Addr:Woodstock,Illinois,US|OBA Nature:Contracting|Invst Rel:Y|Title:managing member/owner|Duties:None|StrtDt:06-24-24|TotHrs/mon:0.02|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-07
S63 Uniform Securities Agent State Law Examination 2022-08-01
  • S66 Uniform Combined State Law Examination
    2025-03-07
  • S63 Uniform Securities Agent State Law Examination
    2022-08-01
Other Names
  • Mark Geoffrey Manthey
  • Mark G Manthey

View on SEC IAPD

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