Matt Dillon Elston

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-27

TX RA
APPROVED

Since 2026-04-27

Branch Locations

Trenton, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Strategic Advisors Llc	Westlake	TX	04/2026	Present
Fidelity Investments	Westlake	TX	08/2025	Present
Anna Isd	Anna	TX	08/2023	08/2025
Mckinney Isd	Mckinney	TX	08/2013	08/2023
Fidelity Brokerage Services Llc	Westlake	TX	04/2026	Present

04/2026 → Present

Strategic Advisors Llc

Westlake, TX
08/2025 → Present

Fidelity Investments

Westlake, TX
08/2023 → 08/2025

Anna Isd

Anna, TX
08/2013 → 08/2023

Mckinney Isd

Mckinney, TX
04/2026 → Present

Fidelity Brokerage Services Llc

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-20
S63	Uniform Securities Agent State Law Examination	2007-07-19

S66 Uniform Combined State Law Examination

2026-04-20
S63 Uniform Securities Agent State Law Examination

2007-07-19

Other Names

Matt D Elston
Matt Elston

View on SEC IAPD

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