Matthew W. Wellens

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

• 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

• S66 Uniform Combined State Law Examination
  2021-10-02

Other Names

• Matthew Wellens
• Matthew Walker Wellens