Matthew Gold

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

• 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

• 2020-04-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Palm Beach Gardens, FL
• 2015-11-12 → 2020-02-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Boston, MA
  Cambridge, MA
  Boston, MA
  Boston, MA
• 2015-04-21 → 2015-05-18
  Charles Schwab & Co., Inc.
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2015-04-20

Other Names

• Matthew S Gold
• Matthew Gold