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Matthew J Daugherty

Strategic Advisers LLC

Jacksonville, FL

Orange Park, FL

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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_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Orange Park, FL • 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 Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
Strategic Advisers Inc Blue Ash OH 05/2002 Present
Fidelity Brokerage Services, Inc. Cincinnati OH 06/1999 Present
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 05/2002 → Present
    Strategic Advisers Inc
    Blue Ash, OH
  • 06/1999 → Present
    Fidelity Brokerage Services, Inc.
    Cincinnati, OH
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Orange Park, FL
    Jacksonville, FL
  • 2003-01-14 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
    Jacksonville,, FL
    Covington, KY
    Covington, KY
    Merrimack, NH
    Jacksonville, FL
Other Businesses

OBA-68988|OrgNmn:Doordash|Org Addr:Orange Par,Florida,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Dasher|Duties:Delivering food |StrtDt:05-31-22|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-18
S63 Uniform Securities Agent State Law Examination 1999-09-14
  • S66 Uniform Combined State Law Examination
    2002-03-18
  • S63 Uniform Securities Agent State Law Examination
    1999-09-14
Other Names
  • Matthew Joe Daugherty

View on SEC IAPD

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Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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