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Matthew Gold

Strategic Advisers LLC

Palm Beach Gardens, FL

Palm Beach Gardens, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

Palm Beach Gardens, FL • 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
Bank Of America, N.A. Boston MA 10/2015 02/2020
Merrill Lynch, Pierce, Fenner & Smith Inc Boston MA 10/2015 02/2020
Fidelity Brokerage Services, Llc Palm Beach Gardens FL 03/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 02/2020
    Bank Of America, N.A.
    Boston, MA
  • 10/2015 → 02/2020
    Merrill Lynch, Pierce, Fenner & Smith Inc
    Boston, MA
  • 03/2020 → Present
    Fidelity Brokerage Services, Llc
    Palm Beach Gardens, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-20
  • S66 Uniform Combined State Law Examination
    2015-04-20
Other Names
  • Matthew S Gold
  • Matthew Gold

View on SEC IAPD

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Other Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
MONEY CONCEPTS ADVISORY SERVICE · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL
INDEPENDENT FINANCIAL PARTNERS · Palm Beach Gardens, FL
DAKOTA WEALTH, LLC · PALM BEACH GARDENS, FL
ZACHARY FINANCIAL CONSULTANTS LLC · PALM BEACH GARDENS, FL
BLUE LINE CAPITAL ADVISORS · PALM BEACH GARDENS, FL

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