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Matthew Tran

Strategic Advisers LLC

Irvine, CA

Brea, CA

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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 2025-09-04
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-09-04
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Irvine, CA • United States

815 E Birch St, Brea, CA 92821-5765 • 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
Wells Fargo Bank, Na Laguna Woods CA 11/2011 05/2021
Wells Fargo Advisors, Llc Lake Forest CA 11/2011 11/2016
Wells Fargo Clearing Services, Llc Laguna Woods CA 11/2016 05/2021
Fidelity Investments Brea CA 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-10
S63 Uniform Securities Agent State Law Examination 2011-09-07
  • S65 Uniform Investment Adviser Law Examination
    2020-12-10
  • S63 Uniform Securities Agent State Law Examination
    2011-09-07
Other Names
  • Matthew Van Tran

View on SEC IAPD

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