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Matthew Banez

Strategic Advisers LLC

Sacramento, CA

Sacramento, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States

Sacramento, CA • 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
Scottrade Inc Oceanside CA 12/2010 02/2018
Td Ameritrade, Inc. San Diego CA 02/2018 05/2020
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 05/2020
Fidelity Investments Sacramento CA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2010 → 02/2018
    Scottrade Inc
    Oceanside, CA
  • 02/2018 → 05/2020
    Td Ameritrade, Inc.
    San Diego, CA
  • 02/2018 → 05/2020
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 06/2020 → Present
    Fidelity Investments
    Sacramento, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sacramento, CA
  • 2018-02-27 → 2020-05-27
    Td Ameritrade, Inc.
    San Diego, CA
  • 2018-02-26 → 2020-05-27
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    San Diego, CA
  • 2017-03-21 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-21
S63 Uniform Securities Agent State Law Examination 2012-08-03
  • S66 Uniform Combined State Law Examination
    2017-03-21
  • S63 Uniform Securities Agent State Law Examination
    2012-08-03
Other Names
  • Matthew Frederick Banez

View on SEC IAPD

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Other Investors

EDWARD SAL GUANILL
GARY PETER LIBHART
PAIGE DETER FARRELL
Heather Story
ROSS BEARDSLEE LEVINE
ANDREA LYNN SILVA
LOEL GLEN HEUPEL
JEFFREY I BEDELL

Other Offices

GUANILL WEALTH MANAGEMENT · SACRAMENTO, CA
ENDEAVOR FINANCIAL PLANNING · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
ROBERT W. BAIRD & CO. INCORPORATED · SACRAMENTO, CA

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