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Matthew J Wong

Strategic Advisers LLC

Union, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Union, KY • 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 Cincinnati OH 09/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2006 → Present
    Fidelity Investments
    Cincinnati, OH
  • 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
    Smithfield, RI
    Union, KY
  • 2007-11-02 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
    Blue Ash, OH
Other Businesses

OBA-9662|OrgNmn:INCOME FROM RENTAL PROPERTY.|Org Addr:Cincinnati,Ohio,US|OBA Nature:Income from residental rental |Invst Rel:Y|Title:Owner|Duties:Collecting rent. Keeping apartments occupied.|StrtDt:03-10-10|TotHrs/mon:4|TrdHrs/mon:0|OBA-9664|OrgNmn:Rental property|Org Addr:Cincinnati,Ohio,US|OBA Nature:Residential Real Estate|Invst Rel:Y|Title:Owner|Duties:Collecting rent. Keeping apartments occupied.|StrtDt:03-17-10|TotHrs/mon:4|TrdHrs/mon:0|OBA-9663|OrgNmn:DMW Construction and Remodeling Services -|Org Addr:Cincinnati,Ohio,US|OBA Nature:Real estate renovation. Flipp|Invst Rel:Y|Title:Partner - Co-owner|Duties:Buying and selling real estate. New construstion. Keeping rental occupied.|StrtDt:03-11-10|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-19
S63 Uniform Securities Agent State Law Examination 2007-02-16
  • S66 Uniform Combined State Law Examination
    2007-11-19
  • S63 Uniform Securities Agent State Law Examination
    2007-02-16
Other Names
  • Matt Wong
  • Matthew Johnathan Wong

View on SEC IAPD

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