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Matthew Korongy

Strategic Advisers LLC

Suffern, NY

Morristown, NJ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-10
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-04-10
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Suffern, NY • United States

35 Morris Street, Morristown, NJ 07960-3919 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. New York NY 09/2002 09/2018
Morgan Stanley Jersey City NJ 09/2023 05/2024
E*Trade Securities Llc Morristown NJ 11/2019 09/2023
Fidelity Investments Morristown NJ 05/2024 Present
Unemployed Suffern NY 09/2018 11/2019
Morgan Stanley Morristown NJ 03/2023 09/2023
E*Trade Capital Management Llc Morristown NJ 11/2019 09/2023
Fidelity Investments Boston MA 03/2025 Present
  • 09/2002 → 09/2018
    Citigroup Global Markets Inc.
    New York, NY
  • 09/2023 → 05/2024
    Morgan Stanley
    Jersey City, NJ
  • 11/2019 → 09/2023
    E*Trade Securities Llc
    Morristown, NJ
  • 05/2024 → Present
    Fidelity Investments
    Morristown, NJ
  • 09/2018 → 11/2019
    Unemployed
    Suffern, NY
  • 03/2023 → 09/2023
    Morgan Stanley
    Morristown, NJ
  • 11/2019 → 09/2023
    E*Trade Capital Management Llc
    Morristown, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Morristown, NJ
  • 2023-09-05 → 2024-05-16
    Morgan Stanley
    Purchase, NY
    Suffern, NY
    Morristown, NJ
    Jersey City, NJ
    Purchase, NY
  • 2019-12-10 → 2023-09-05
    Harrisdirect Llc
    Morristown, NJ
    Arlington, VA
    Morristown, NJ
    Suffern, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-06
S63 Uniform Securities Agent State Law Examination 1991-11-05
  • S65 Uniform Investment Adviser Law Examination
    2019-12-06
  • S63 Uniform Securities Agent State Law Examination
    1991-11-05
Other Names
  • Matt Korongy
  • Mathew Thomas Korongy
  • Matthew Thomas Korongy

View on SEC IAPD

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