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Matthew Petralia

Strategic Advisers LLC

Framingham, MA

Westborough, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

405 Cochituate Road, Framingham, MA 01701-4648 • United States

Westborough, MA • 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
Newport Group, Inc. Dresher PA 04/2019 08/2023
Newport Group Securities, Inc. Lake Mary FL 04/2019 08/2023
Fidelity Investments Framingham MA 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
Fidelity Brokerage Services Malborough MA 09/2007 04/2019
  • 04/2019 → 08/2023
    Newport Group, Inc.
    Dresher, PA
  • 04/2019 → 08/2023
    Newport Group Securities, Inc.
    Lake Mary, FL
  • 08/2023 → Present
    Fidelity Investments
    Framingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 09/2007 → 04/2019
    Fidelity Brokerage Services
    Malborough, MA
Previous Registrations
  • 2023-10-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Shrewsbury, MA
  • 2010-06-29 → 2014-12-31
    Strategic Advisers Llc
    Westborough, MA
    Cambridge, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-02
S63 Uniform Securities Agent State Law Examination 1996-10-25
  • S66 Uniform Combined State Law Examination
    2023-10-02
  • S63 Uniform Securities Agent State Law Examination
    1996-10-25
Other Names
  • Matt Petralia
  • Matthew Mark Petralia
  • Matthew Petralia

View on SEC IAPD

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OSAIC WEALTH, INC.
IMPACT PARTNERSHIP WEALTH, LLC

Other Investors

JASON THOMAS LONGTIN
DAVID TODD HARDING
TIMOTHY JOSEPH KEANE
MATTHEW LITTLE
VINCENT PAUL GRIMALDI
Matthew Thomas Najemy
ARIEL FELIPE ACUNA
KEVIN MICHAEL PIZZOTTI

Other Offices

CETERA INVESTMENT ADVISERS LLC · FRAMINGHAM, MA
LTG CAPITAL LLC · FRAMINGHAM, MA
EDWARD JONES · FRAMINGHAM, MA
EPG INCORPORATED · FRAMINGHAM, MA
TSW WEALTH MANAGEMENT · FRAMINGHAM, MA
WOODSIDE WEALTH MANAGEMENT · FRAMINGHAM, MA
OSAIC WEALTH, INC. · Framingham, MA
IMPACT PARTNERSHIP WEALTH, LLC · Framingham, MA

More in Framingham, MA

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