Kent Ryo Matsumoto

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

• 11/2011 → 12/2017
  U.S. Bancorp Investments, Inc.
  Palm Desert, CA
• 12/2017 → 07/2022
  Citigroup
  Palm Desert, CA
• 08/2022 → Present
  Fidelity Investments
  Palm Springs, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Palm Springs, CA
• 2017-12-14 → 2022-08-24
  Citigroup Global Markets Inc.
  Fresno, CA
  Palm Desert, CA
  Palm Springs, CA
  Fountain Valley, CA
• 2011-11-10 → 2017-12-12
  U.S. Bancorp Investments, Inc.
  Palm Desert, CA
• 2008-08-08 → 2011-11-07
  U.S. Bancorp Advisors, Llc
  Palm Springs, CA
  Rancho Mirage, CA
  Rancho Mirage, CA
• 2002-05-31 → 2005-05-18
  Wells Fargo Investments, Llc
  Long Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-08-07