Matthew Phipps

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

• 08/2018 → 02/2019
  Merrill Lynch, Pierce, Fenner & Smith
  Lincoln, RI
• 07/2026 → Present
  Fidelity Investments
  Smithfield, RI
• 05/2018 → 08/2018
  Matunuck Oyster Bar
  Wakefield, RI
• 03/2019 → 07/2026
  Citizens Securities, Inc
  Johnston, RI
• 01/2016 → 05/2018
  Securian Financial Services, Inc
  Warwick, RI

Previous Registrations

• 2019-03-12 → 2026-07-10
  Citizens Securities, Inc.
  Johnston, RI
  Hudson, MA
• 2018-08-10 → 2019-02-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI
• 2016-04-05 → 2018-05-21
  Securian Financial Services, Inc.
  Warwick, RI

Exams

• S66 Uniform Combined State Law Examination
  2016-02-23

Other Names

• Matthew David Phipps
• Matt David Phipps
• Matthew D Phipps
• Matthew Phipps