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Matthew W. Wellens

Strategic Advisers LLC

Tysons Corner, VA

Vienna, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States

Vienna, VA • 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
American Council Of Life Insurers Washington DC 01/2014 07/2017
Colorado Dept Of Healthcare Policy And Financing Denver CO 05/2019 04/2021
Colorado Film School Denver CO 08/2017 05/2019
Fidelity Investments Tysons Corner VA 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 07/2017
    American Council Of Life Insurers
    Washington, DC
  • 05/2019 → 04/2021
    Colorado Dept Of Healthcare Policy And Financing
    Denver, CO
  • 08/2017 → 05/2019
    Colorado Film School
    Denver, CO
  • 05/2021 → Present
    Fidelity Investments
    Tysons Corner, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tysons Corner, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-02
  • S66 Uniform Combined State Law Examination
    2021-10-02
Other Names
  • Matthew Wellens
  • Matthew Walker Wellens

View on SEC IAPD

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