Best Investors Account Sign in

Lori Lynn Matthews

Strategic Advisers LLC

Bloomington, IN

Bloomington, IN

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

814 S. Auto Mall Road, Bloomington, IN 47401-5430 • United States

Bloomington, IN • 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
Tiaa-Cref Individual & Institutional Services, Llc Bloomington IN 04/2011 12/2019
Tiaa Bloomington IN 04/2011 12/2019
Fidelity Brokerage Services Llc Covington KY 01/2020 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-25
  • S66 Uniform Combined State Law Examination
    2006-10-25

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
WELLINGTON INVESTMENT ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
&PARTNERS
LPL FINANCIAL LLC
MODERN CAPITAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC

Other Investors

MALCOLM MCGIBBON WEBB
HIU CHING CHAN
JOHN ROBERT SCHUMAN
WAYNE ROBERT SCHUMAN
THOMAS OLIVER STRANGE
PAUL ELLIOTT BULLOCK
DOUGLAS ALAN UMMEL
Matthew Slade Krugman

Other Offices

OSAIC WEALTH, INC. · Bloomington, IN
OSAIC WEALTH, INC. · BLOOMINGTON, IN
J.P. MORGAN SECURITIES LLC · BLOOMINGTON, IN
WELLINGTON INVESTMENT ADVISORS · BLOOMINGTON, IN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bloomington, IN
&PARTNERS · Bloomington , IN
LPL FINANCIAL LLC · BLOOMINGTON, IN
MODERN CAPITAL ADVISORS, LLC · Bloomington, IN

More in Bloomington, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor