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Mathew S. Melendez

Strategic Advisers LLC

Castle Rock, CO

Austin, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Castle Rock, CO • United States

405 N Lamar Blvd, Austin, TX 78703-5409 • 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
Fidelity Brokerage Services Llc Jacksonville FL 08/2016 07/2017
Strategic Advisers, Inc. Jacksonville FL 08/2016 07/2017
Unemployed Jacksonville FL 08/2017 02/2018
Jpmorgan Chase Bank, N.A. Jacksonville FL 03/2018 04/2019
J.P. Morgan Securities Llc Jacksonville FL 03/2018 04/2019
Fidelity Brokerage Services Llc Jacksonville FL 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 07/2017
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 08/2016 → 07/2017
    Strategic Advisers, Inc.
    Jacksonville, FL
  • 08/2017 → 02/2018
    Unemployed
    Jacksonville, FL
  • 03/2018 → 04/2019
    Jpmorgan Chase Bank, N.A.
    Jacksonville, FL
  • 03/2018 → 04/2019
    J.P. Morgan Securities Llc
    Jacksonville, FL
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-06-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Greenwood Village, CO
  • 2018-04-12 → 2019-04-16
    J.P. Morgan Securities Llc
    Jacksonville, FL
  • 2015-05-12 → 2017-08-10
    Strategic Advisers Llc
    Bellevue, WA
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-26
S63 Uniform Securities Agent State Law Examination 2013-05-31
  • S66 Uniform Combined State Law Examination
    2014-10-26
  • S63 Uniform Securities Agent State Law Examination
    2013-05-31
Other Names
  • Mathew Sean Melendez
  • Mathew Melendez

View on SEC IAPD

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