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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Milford, CT • United States

1261 Post Road, Fairfield, CT 06824-6072 • 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
Barnum Financial Group Shelton CT 07/2015 12/2018
Msi Financial Services Shelton CT 12/2016 03/2017
Massachusetts Mutual Life Insurance Company Shelton CT 12/2016 04/2021
Mml Investors Services, Llc Shelton CT 03/2017 04/2021
Barnum Financial Group Shelton CT 12/2018 04/2021
Fidelity Investments Fairfield CT 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 12/2018
    Barnum Financial Group
    Shelton, CT
  • 12/2016 → 03/2017
    Msi Financial Services
    Shelton, CT
  • 12/2016 → 04/2021
    Massachusetts Mutual Life Insurance Company
    Shelton, CT
  • 03/2017 → 04/2021
    Shelton, CT
  • 12/2018 → 04/2021
    Barnum Financial Group
    Shelton, CT
  • 04/2021 → Present
    Fidelity Investments
    Fairfield, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fairfield, CT
  • 2018-04-16 → 2021-04-27
    Shelton, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-05
  • S66 Uniform Combined State Law Examination
    2018-03-05
Other Names
  • Matthew M Dechello

View on SEC IAPD

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