Patrick Simoncic
Investment Adviser Representative at THE Mather Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Simoncic is an investment adviser representative with The Mather Group, LLC in Chicago, IL, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 48
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Mather GroupJun 2024 – no end date reportedChicago, IL
- The Mather GroupMay 2023 – Aug 2023Chicago, IL
- EHMMay 2022 – Aug 2022St. Louis, MO
- Sugos SpaghetteriaJun 2018 – Jan 2022St. Louis, MO
- Old Warson Country ClubApr 2020 – Aug 2021St. Louis, MO
- UnemployedJun 2014 – May 2024St. Louis, MO
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Mather Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $1,000,000 (waivable)
- First $2,000,0001.15%
- Next $8,000,0000.75%
- Balance Over $10,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investment management, tax strategy and compliance (with in-house CPAs), and estate planning, delivered through an integrated, commission-free, fee-only approach with transparent pricing.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 114
- Offices listed on AdvisorFinder:
- 63
- Main office:
- Chicago, IL
- SEC file number:
- 801-72156
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 4, 2026
View full firm profileOther advisors at THE Mather Group, LLC
Showing 12 of 114 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Simoncic has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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