Matthew Staples

Strategic Advisers LLC

Greenwood Village, CO

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-12-08
TX	RA	APPROVED	2025-12-08

CO RA
APPROVED

Since 2025-12-08
TX RA
APPROVED

Since 2025-12-08

Branch Locations

Aurora, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	05/2016	10/2022
Wells Fargo	Glendale	CO	02/2023	04/2023
Unemployed	Denver	CO	10/2022	02/2023
Denver Art Museum	Denver	CO	04/2023	09/2025
Fidelity Brokerage Services Llc	Greenwood Village	CO	10/2025	Present
Unemployed	Aurora	CO	09/2025	10/2025

05/2016 → 10/2022

Charles Schwab & Co., Inc.

Lone Tree, CO
02/2023 → 04/2023

Wells Fargo

Glendale, CO
10/2022 → 02/2023

Unemployed

Denver, CO
04/2023 → 09/2025

Denver Art Museum

Denver, CO
10/2025 → Present

Fidelity Brokerage Services Llc

Greenwood Village, CO
09/2025 → 10/2025

Unemployed

Aurora, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-25
S63	Uniform Securities Agent State Law Examination	2016-10-21

S66 Uniform Combined State Law Examination

2025-11-25
S63 Uniform Securities Agent State Law Examination

2016-10-21

Other Names

Matthew David Staples

View on SEC IAPD

More in Aurora, CO

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor