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Matthew Holmes

Strategic Advisers LLC

Sterling Heights, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Sterling Heights, MI • 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
Morgan Stanley Farmington Hills MI 05/2016 03/2019
Morgan Stanley Private Bank, N.A. New York NY 08/2016 03/2019
Citizens Securities, Inc. Sterling Heights MI 03/2019 03/2021
Fidelity Investments Covington KY 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 03/2019
    Morgan Stanley
    Farmington Hills, MI
  • 08/2016 → 03/2019
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 03/2019 → 03/2021
    Citizens Securities, Inc.
    Sterling Heights, MI
  • 03/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2019-03-19 → 2021-03-18
    Citizens Securities, Inc.
    Southfield, MI
    Roseville, MI
    Sterling Heights, MI
    Detroit, MI
    Detroit, MI
    Warren, MI
    Roseville, MI
    Warren, MI
    Okemos, MI
    Fairlawn, OH
    Owosso, MI
    Chesaning, MI
    Warren, MI
  • 2016-09-13 → 2019-03-18
    Morgan Stanley
    Farmington Hills, MI
Other Businesses

OBA-104105|OrgNmn:Dicks Sporting Goods|Org Addr:Sterling H,Michigan,US|OBA Nature:Sporting Goods Retail|Invst Rel:N|Title:Retail Sales Associate - Golf|Duties:I work on Mondays and Wednesdays from 5:30pm - 9:30pm after my scheduled work time if needed.|StrtDt:11-22-23|TotHrs/mon:32|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-09
  • S66 Uniform Combined State Law Examination
    2016-09-09
Other Names
  • Matthew Michael Holmes

View on SEC IAPD

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