Matthew J. Cartin

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

• 02/2017 → 05/2020
  Td Ameritrade
  Alpharetta, GA
• 01/2016 → 02/2017
  Unemployed
  Atlanta, GA
• 05/2020 → Present
  Fidelity Brokerage Services
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-06-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Atlanta, GA
• 2017-02-15 → 2020-05-19
  Td Ameritrade, Inc.
  Alpharetta, GA
• 2017-02-15 → 2020-05-19
  Td Ameritrade Investment Management, Llc
  Alpharetta, GA
  Alpharetta, GA
• 2009-08-19 → 2016-01-20
  Charles Schwab & Co., Inc.
  Atlanta, GA

Other Businesses

OBA-91757|OrgNmn:Saint Charles Heights HOA|Org Addr:Atlanta,Georgia,US|OBA Nature:Homeowners Association (HOA)|Invst Rel:N|Title:Treasurer|Duties:As treasurer, help manage HOA inflows (dues) and outflows. As one of three total HOA Board Members, help with general responsilbilities relate|StrtDt:09-27-22|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2009-08-13
• S63 Uniform Securities Agent State Law Examination
  1999-10-30

Other Names

• Matthew James Cartin
• Matthew Cartin