Matthew Burfield

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

• 08/2013 → Present
  Fidelity Brokerage Services Llc
  Covington, KY
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Cincinnati, OH
  Covington, KY
• 2013-08-28 → 2018-07-13
  Strategic Advisers Llc
  Covington, KY
• 2012-11-13 → 2013-07-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH

Other Businesses

OBA-112416|OrgNmn:DoorDash|Org Addr:Cincinnati,Ohio,US|OBA Nature:Food delivery service|Invst Rel:N|Title:Independent Contractor|Duties:Deliver food orders|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2012-11-09

Other Names

• Matthew Burfield
• Matt Burfield
• Matthew R Burfield
• Matthew Richard Burfield