Matthew Cole Greer
Investment adviser representative at The Mather Group, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.4BFirm assets
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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
12 years in the industry.
- The Mather Group, LLCJan 2022 to now
- Schwab Private Client Investment Advisory, Inc.Mar 2021 to Jan 2022
- Charles Schwab and Co., Inc.May 2020 to Jan 2022
- Charles Schwab Bank, SsbMay 2020 to Mar 2021
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors Inc.Apr 2014 to May 2020
- USAA Financial Planning ServicesApr 2014 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5346230
- Firm CRD
- 156005