Philip Matherly has been an investment adviser representative at IronOak Wealth since April 2026, and is not listed among the firm’s executive officers or direct owners.
Ironoak Wealth LLC is a Cedar Park, TX firm with $162M under management, 332 clients and 6 advisers across 2 offices, as of its June 2026 filing.
Philip Matherly’s longest registration was 3 years at LPL Financial LLC (2022–2026). Before joining IronOak Wealth in 2026, Philip Matherly was registered through LPL Financial LLC and Wells Fargo Clearing Services, LLC.
- Ironoak WealthCurrent– present · under a yearCedar Park, TX · Adviser representative · Firm CRD 306403
- LPL Financial LLC– · 3 yearsAustin, TX · Adviser representative · Firm CRD 6413
- Wells Fargo Clearing Services, LLC– · under a yearMercer Island, WA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Philip Matherly is registered as an investment adviser representative in Texas, since April 2026.
- TexasSince 17 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 August 2021 |
| Series 7TO | General Securities Representative Examination | 16 July 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 15 January 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 January 2014 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Philip Seth Matherly
- CRD
- 6280113
- Firm
- IronOak Wealth · CRD 306403
- Office
- 1405 ARROW POINT DRIVE, SUITE 1004, Cedar Park, TX 78613
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Philip Matherly work?
Philip Matherly is an investment adviser representative registered through Ironoak Wealth LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Philip Matherly a financial advisor?
Yes. Philip Matherly has a current investment-adviser registration in Texas, through IronOak Wealth since April 2026.
How many years of experience does Philip Matherly have?
Philip Matherly has 12 years in the financial industry, since April 2014, across 3 adviser firms.
What exams has Philip Matherly passed?
Philip Matherly has passed 4 licensing exams: the Series 6, Series 63, Series 7TO and Series 66. The earliest, the Series 6, was passed in January 2014. FINRA credited Philip Matherly with the SIE, which began in October 2018.
Where did Philip Matherly work before IronOak Wealth?
Before IronOak Wealth, Philip Matherly was registered through LPL Financial LLC, August 2022 to April 2026; Wells Fargo Clearing Services, LLC, August 2021 to July 2022.
Where is Philip Matherly based?
Philip Matherly’s registered office is in Cedar Park, TX.
Is Philip Matherly registered with FINRA?
No. Philip Matherly has no current broker registration.
How can I verify Philip Matherly’s record?
Search CRD 6280113 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Philip Matherly’s full registration record.
