Anthony D'ANgelo Matos

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
NV	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NV RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Mesquite, NV • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Bank, Na	Mesquite	NV	07/2013	08/2022
Wells Fargo Advisors, Llc	Mesquite	NV	12/2015	11/2016
Wells Fargo Clearing Services, Llc	Mesquite	NV	11/2016	08/2022
Fidelity Investments	Mesquite	NV	08/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2013 → 08/2022

Wells Fargo Bank, Na

Mesquite, NV
12/2015 → 11/2016

Wells Fargo Advisors, Llc

Mesquite, NV
11/2016 → 08/2022

Wells Fargo Clearing Services, Llc

Mesquite, NV
08/2022 → Present

Fidelity Investments

Mesquite, NV
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-11-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

Mesquite, NV
2021-10-15 → 2022-08-25

Wells Fargo Clearing Services, Llc

Mesquite, NV

Las Vegas, NV

Henderson, NV

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-08
S63	Uniform Securities Agent State Law Examination	2016-02-17

S66 Uniform Combined State Law Examination

2021-10-08
S63 Uniform Securities Agent State Law Examination

2016-02-17

Other Names

Anthony Matos
Anthony D'ANgelo Matos

View on SEC IAPD

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