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Matthew Rasmussen

Strategic Advisers LLC

Chicago, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

401 N. Michigan Ave Ste 100, Chicago, IL 60611-2200 • United States

Chicago, IL • 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
National Securities Corp Chicago IL 11/2015 11/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 12/2016 08/2019
Bank Of America , N. A. Rolling Meadows IL 08/2019 01/2020
E*Trade Securities Llc Chicago IL 01/2020 02/2023
Fidelity Investments Chicago IL 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 11/2016
    National Securities Corp
    Chicago, IL
  • 12/2016 → 08/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 08/2019 → 01/2020
    Bank Of America , N. A.
    Rolling Meadows, IL
  • 01/2020 → 02/2023
    E*Trade Securities Llc
    Chicago, IL
  • 03/2023 → Present
    Fidelity Investments
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-98274|OrgNmn:Rasmussen LLC|Org Addr:Chicago,Illinois,US|OBA Nature:Real EState|Invst Rel:Y|Title:Sole Proprietor|Duties:rental property management|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-08
S66 Uniform Combined State Law Examination 2017-01-31
S63 Uniform Securities Agent State Law Examination 2016-01-08
  • S65 Uniform Investment Adviser Law Examination
    2023-04-08
  • S66 Uniform Combined State Law Examination
    2017-01-31
  • S63 Uniform Securities Agent State Law Examination
    2016-01-08
Other Names
  • Matthew Rasmussen
  • Matthew David Rasmussen

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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