Matthew Anthony Dickson

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → Present
  Fidelity Investments
  Mounds View, MN
• 10/2022 → 04/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2017 → 10/2019
  Us Bancorp
  Minneapolis, MN
• 10/2016 → 01/2017
  Unemployed
  Minneapolis, MN
• 04/2022 → 04/2024
  Bradley Baune
  Mendota Hts, MN
• 02/2021 → 08/2021
  Transamerica
  St Paul, MN
• 08/2021 → 04/2022
  Unemployed
  Minneapolis, MN
• 04/2006 → 10/2016
  Ameriprise Financial
  Minneapolis, MN
• 04/2024 → 07/2024
  Unemployed
  St Paul, MN
• 05/2022 → 04/2024
  Northwestern Mutual Investment Services Llc
  Mendota Hts, MN
• 10/2019 → 02/2021
  Unemployed
  Minneapolis, MN

Previous Registrations

• 2006-10-04 → 2016-10-10
  Ameriprise Financial Services, Llc
  Mpls, MN
  Minneapolis, MN
  Minneapolis, MN
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2026-04-07
• S63 Uniform Securities Agent State Law Examination
  2005-07-29

Other Names

• Matthew Anthony Dickson
• Matthew A Dickson
• Matt Dickson
• Matthew Dickson