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Matthew Schouviller

Strategic Advisers LLC

Mequon, WI

Pewaukee, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11721 N Port Washington Rd Ste 100, Mequon, WI 53092-3419 • United States

Pewaukee, WI • 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
Wells Fargo Advisors Llc Minnetonka MN 04/2011 11/2016
Wells Fargo Clearing Services, Llc Minnetonka MN 11/2016 04/2021
Fidelity Investments Covington KY 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2011 → 11/2016
    Wells Fargo Advisors Llc
    Minnetonka, MN
  • 11/2016 → 04/2021
    Wells Fargo Clearing Services, Llc
    Minnetonka, MN
  • 06/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-02
S63 Uniform Securities Agent State Law Examination 2004-04-08
  • S66 Uniform Combined State Law Examination
    2012-10-02
  • S63 Uniform Securities Agent State Law Examination
    2004-04-08
Other Names
  • Matthew Vernon Schouviller
  • Matthew V Schouviller
  • Matthew Schouviller

View on SEC IAPD

Other Firms

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LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
REINHART PARTNERS, LLC
MADISON INVESTMENT ADVISORS, LLC

Other Investors

WAYNE SPENCER FRANK
MELINDA AGNES WACKER
Blake Jalovec
WILLIAM GERARD MORSE
JUDITH K SCHULTZ
MICHAEL ALAN KRAMER
DANIEL JAY AIKEN
ANDREW MICHAEL WIZIARDE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MEQUON, WI
LPL FINANCIAL LLC · MEQUON, WI
CHARLES SCHWAB & CO., INC. · Mequon, WI
OSAIC WEALTH, INC. · MEQUON, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Mequon, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEQUON, WI
REINHART PARTNERS, LLC · MEQUON, WI
MADISON INVESTMENT ADVISORS, LLC · MEQUON, WI

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