Todd Michael Long
Investment adviser representative at The Mather Group, LLC
14 yearsExperience
1 stateRegistered in
$13.4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- The Mather Group, LLC.Feb 2024 to now
- Financial Engines Advisors L.L.C.Nov 2018 to Jan 2024
- Edelman Financial Services, LLCApr 2017 to Nov 2018
- Ef Legacy Securities, LLCApr 2017 to Oct 2018
- Fidelity Brokerage Services LLCJul 2012 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MO).
The Mather Group, LLC
$13.4BAssets managed
4,773Clients
109Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4473255
- Firm CRD
- 156005