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Matthew Alexander Williamson

Strategic Advisers LLC

Centennial, CO

Highlands Ranch, CO

Lone Tree, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States

Highlands Ranch, CO • United States

9185 East Westview Road, Lone Tree, CO 80124-5134 • 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 Highlands Ranch CO 10/2006 09/2019
Tiaa Highlands Ranch CO 10/2006 09/2019
Disney / Espn Lake Buena Vista FL 09/2019 01/2020
Fidelity Investments Denver CO 01/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2006 → 09/2019
    Tiaa-Cref Individual & Institutional Services, Llc
    Highlands Ranch, CO
  • 10/2006 → 09/2019
    Tiaa
    Highlands Ranch, CO
  • 09/2019 → 01/2020
    Disney / Espn
    Lake Buena Vista, FL
  • 01/2020 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-14622|OrgNmn:The Walt Disney Company|Org Addr:Highlands ,Colorado,US|OBA Nature:ESPN broadcast TV|Invst Rel:N|Title:Spotter, Stats, Booth Coordinator|Duties:From time to time I assist with TV Production of ESPN live sporting events.|StrtDt:01-10-20|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-26
S63 Uniform Securities Agent State Law Examination 2007-01-30
  • S65 Uniform Investment Adviser Law Examination
    2010-04-26
  • S63 Uniform Securities Agent State Law Examination
    2007-01-30
Other Names
  • Matt Williamson
  • Matthew Alexander Williamson
  • Matthew M Williamson
  • Matthew A Williamson

View on SEC IAPD

Other Firms

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PLANPILOT
TRANSAMERICA FINANCIAL ADVISORS, LLC
RFG ADVISORY, LLC
FI401K ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
GENEOS WEALTH MANAGEMENT, INC.
PALLER FINANCIAL SERVICES, INC.

Other Investors

Emmanuel Eliason
GREG MICHAEL PAPANTONIO
TREVOR RAY JENSON
BRIAN JAMES LOISEAU
RYAN SHANE WEEKS
RYAN ALLEN
Michael John Russo
SARA DICKSON

Other Offices

ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO
TRANSAMERICA FINANCIAL ADVISORS, LLC · Centennial, CO
RFG ADVISORY, LLC · Centennial, CO
RFG ADVISORY, LLC · CENTENNIAL, CO
FI401K ADVISORS · CENTENNIAL, CO
THRIVENT INVESTMENT MANAGEMENT INC. · ENGLEWOOD, CO
GENEOS WEALTH MANAGEMENT, INC. · CENTENNIAL, CO

More in Centennial, CO

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