Role at The Mather Group
- Title on Schedule A
- Manager
- Control
- Daniel Bryant is a control person of The Mather Group.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Daniel Bryant has held the filed role since March 2022.
The firm
Form ADV filed 4 September 2026
Career on record
- Iht Wealth Management LLC– · 3 yearsChicago, IL · Adviser representative · Firm CRD 171481
- Passed SIE · 2018
- Sheridan Road Advisors, Llc, A Hub International Company– · 3 yearsNorthbrook, IL · Adviser representative · Firm CRD 293807
- Independent Financial Partners– · 8 yearsNorthbrook, IL · Adviser representative · Firm CRD 125112
- Sheridan Road Advisors, LLC– · under a yearNorthbrook, IL · Adviser representative · Firm CRD 136198
- Nrp Advisors, Inc.– · 3 yearsNorthbrook, IL · Adviser representative · Firm CRD 141430
- Nrp Financial, Inc.– · 2 yearsNorthbrook, IL · Adviser representative · Firm CRD 103717
- Axa Advisors, LLC– · 1 yearNorthbrook, IL · Adviser representative · Firm CRD 6627
- Passed Series 65 · 2005
- Passed Series 7 and Series 63 · 1996
Registrations and exams
No current adviser or broker registration. Daniel Bryant has passed 4 qualifying exams.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 May 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 September 1996 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 18 March 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Daniel Rees Bryant
- CRD
- 2639924
- Registration status
- No current adviser or broker registration
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Daniel Bryant work?
Daniel Bryant has been Manager of The Mather Group, LLC since March 2022, and is a control person of the firm.
Does Daniel Bryant have a current investment-adviser registration?
Daniel Bryant has no current investment-adviser or broker registration, as of 17 October 2026.
What exams has Daniel Bryant passed?
Daniel Bryant has passed 4 licensing exams: the Series 7, Series 63, Series 65 and SIE. The earliest, the Series 7, was passed in March 1996.
Where was Daniel Bryant previously registered as an investment adviser?
Daniel Bryant has past investment-adviser registrations through Iht Wealth Management LLC, May 2022 to March 2025; Sheridan Road Advisors, Llc, A Hub International Company, August 2018 to January 2022; Independent Financial Partners, October 2010 to January 2019; Sheridan Road Advisors, LLC, September 2010 to January 2011; Nrp Advisors, Inc., February 2008 to December 2010; Nrp Financial, Inc., December 2006 to October 2008; Axa Advisors, LLC, July 2005 to December 2006, across 7 firms.
Leadership at The Mather Group
- Jennifer Des GroseilliersChief Executive Officer
- Michael CastleforteVice President and Assistant Secretary / Manager
- Boris RapoportVice President and Assistant Secretary / Manager
- Ryan WickertChief Financial Officer
- Stuart EvansChief Compliance Officer
- Jay KrehbielManager
- Kristen OziemkowskiChief Operations Officer, Business Operations/Solutions
- Pamela PoppManager
- Brooke Skinner RickettsManager
- Shundrawn ThomasManager
- Cyrus WalkerManager
- Jon ZindelMember