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Matthew J Mckay

Strategic Advisers LLC

Westwood, MA

Westwood, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-23
MA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-11-23
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

109 University Ave Ste 107, Westwood, MA 02090-2306 • United States

Westwood, MA • 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 Brokerage Services Llc Memphis TN 08/2003 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2003 → Present
    Fidelity Brokerage Services Llc
    Memphis, TN
  • 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
  • 2004-06-16 → 2018-07-13
    Strategic Advisers Llc
    Smithfield, RI
    Merrimack, NH
    Memphis, TN
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-01
S63 Uniform Securities Agent State Law Examination 2000-07-21
  • S66 Uniform Combined State Law Examination
    2004-06-01
  • S63 Uniform Securities Agent State Law Examination
    2000-07-21

View on SEC IAPD

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Other Offices

WEALTHY CHOICES (R) · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
MODERA WEALTH MANAGEMENT, LLC · WESTWOOD, MA
STAGE HARBOR FINANCIAL · WESTWOOD, MA
SAVANT WEALTH MANAGEMENT · Westwood, MA
DOVER INVESTMENT ADVISORY CORPORATION · WESTWOOD, MA
CHARLESBRIDGE ADVISORS · DEDHAM, MA

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