Matthew E Ruggieri

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 05/2017
  Fidelity Investments
  Smithfield, RI
• 03/2009 → 05/2017
  Fidelity Brokerage Services Llc
  Smithfield, RI
• 03/2010 → 05/2017
  Strategic Advisers, Inc.
  Smithfield, RI
• 06/2017 → 07/2018
  Tiaa
  Providence, RI
• 06/2017 → 07/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Providence, RI
• 08/2018 → Present
  Fidelity Brokerage Services Llc
  Framingham, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-09-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Framingham, MA
• 2017-06-06 → 2018-07-30
  Tiaa-Cref Individual & Institutional Services, Llc
  Providence, RI
• 2010-04-09 → 2017-05-23
  Strategic Advisers Llc
  Providence, RI

Exams

• S66 Uniform Combined State Law Examination
  2009-10-22

Other Names

• Matthew E Ruggieri
• Matthew E Ruggieri
• Matthew Edward Ruggieri