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Matthew Alexander Apkarian

Strategic Advisers LLC

Boston, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-07-21
TX RA APPROVED 2025-06-20
  • MA RA
    APPROVED
    Since 2025-07-21
  • TX RA
    APPROVED
    Since 2025-06-20

Branch Locations

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

Boston, MA • 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
Fidelity Brokerage Services Llc Merrimack NH 06/2016 10/2018
Cerulli Associates Boston MA 06/2021 05/2025
Strategic Advisers Llc Boston MA 05/2025 Present
Fidelity Service Company Merrimack NH 11/2018 07/2019
Strategic Advisers Llc Boston MA 07/2019 05/2021
  • 06/2016 → 10/2018
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 06/2021 → 05/2025
    Cerulli Associates
    Boston, MA
  • 05/2025 → Present
    Strategic Advisers Llc
    Boston, MA
  • 11/2018 → 07/2019
    Fidelity Service Company
    Merrimack, NH
  • 07/2019 → 05/2021
    Strategic Advisers Llc
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-08-16
  • S63 Uniform Securities Agent State Law Examination
    2016-08-16
Designations
Other Names
  • Matt Apkarian
  • Matthew Apkarian

View on SEC IAPD

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NEW HERITAGE CAPITAL, LLC
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NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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