Matthew Tran

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

• 11/2011 → 05/2021
  Wells Fargo Bank, Na
  Laguna Woods, CA
• 11/2011 → 11/2016
  Wells Fargo Advisors, Llc
  Lake Forest, CA
• 11/2016 → 05/2021
  Wells Fargo Clearing Services, Llc
  Laguna Woods, CA
• 06/2021 → Present
  Fidelity Investments
  Brea, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Brea, CA
• 2020-12-10 → 2021-06-07
  Wells Fargo Clearing Services, Llc
  Lake Forest, CA
  Ladera Ranch, CA
  Irvine, CA
  Lake Forest, CA
  Mission Viejo, CA
  Lake Forest, CA
  Irvine, CA
  Mission Viejo, CA
  Lake Forest, CA
  Laguna Woods, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-10
• S63 Uniform Securities Agent State Law Examination
  2011-09-07

Other Names

• Matthew Van Tran