Matthew John Grieco

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

320 Park Avenue, New York, NY 10022-6815 • United States

Astoria, NY • 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

Organization	City	State	From	To
Fidelity Investments	Roslyn	NY	04/2015	03/2022
Unemployed	Roslyn	NY	03/2022	12/2022
Fidelity Investment	Roslyn	NY	01/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2015 → 03/2022

Fidelity Investments

Roslyn, NY
03/2022 → 12/2022

Unemployed

Roslyn, NY
01/2023 → Present

Fidelity Investment

Roslyn, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-04-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

New York, NY
2018-11-26 → 2022-03-18

Fidelity Personal And Workplace Advisors

Roslyn, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-29
S63	Uniform Securities Agent State Law Examination	2015-09-24

S66 Uniform Combined State Law Examination

2023-03-29
S63 Uniform Securities Agent State Law Examination

2015-09-24

Other Names

Matthew John Grieco
Matthew Grieco

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

BRIGHTSPIRE CAPITAL ADVISORS, LLC

ACORN ADVISORY CAPITAL, L.P.

COMPASS GROUP LLC

CRESTVIEW PARTNERS

LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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