Best Investors Account Sign in

Matthew Brody Perschon

Strategic Advisers LLC

Kansas City, MO

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-31
MO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Kansas City, MO • 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 Salt Lake City UT 04/2006 Present
Fidelity Brokerage Services Llc Salt Lake City UT 01/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2006 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2008 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 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
    Kansas City, MO
  • 2007-02-22 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Herriman, UT
    Lone Tree, CO
    Herriman, UT
    Herriman, UT
    Overland Park, KS
Other Businesses

OBA-10817|OrgNmn:Silver Cannon Bison Ranch|Org Addr:Holt,Missouri,US|OBA Nature:Farming/Ranching|Invst Rel:Y|Title:Owner|Duties:Caring for land and animals on small family farm.|StrtDt:08-22-18|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-16
S63 Uniform Securities Agent State Law Examination 2006-10-14
  • S65 Uniform Investment Adviser Law Examination
    2007-02-16
  • S63 Uniform Securities Agent State Law Examination
    2006-10-14
Other Names
  • Matthew Perschon

View on SEC IAPD

More in Kansas City, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor