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Matthew R Mcmanus

Strategic Advisers LLC

Flower Mound, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Flower Mound, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Fidelity Investments Marlborough MA 03/2001 Present
Strategic Advisers Marlborough MA 01/2003 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2001 → Present
    Fidelity Investments
    Marlborough, MA
  • 01/2003 → Present
    Strategic Advisers
    Marlborough, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Flower Mound, TX
    Westlake, TX
  • 2003-03-10 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
    Palm Beach Gardens, FL
    Vero Beach, FL
Other Businesses

OBA-15686|OrgNmn:McKee Botanical Garden|Org Addr:Vero Beach,Florida,US|OBA Nature:non-profit, botanical garden|Invst Rel:Y|Title:Investment Committee Chairman|Duties:Quarterly reviews of the non-profit's endowment. Business cycle and asset allocation discussions, not specific investments|StrtDt:03-17-15|TotHrs/mon:1|TrdHrs/mon:0.33|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-17
S63 Uniform Securities Agent State Law Examination 2000-01-28
  • S66 Uniform Combined State Law Examination
    2003-01-17
  • S63 Uniform Securities Agent State Law Examination
    2000-01-28
Other Names
  • Matt Mcmanus
  • Matthew Robert Mcmanus

View on SEC IAPD

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