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Matthew Ross Rivera

Strategic Advisers LLC

Los Angeles, CA

Burbank, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States

Burbank, CA • 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
Waddell & Reed Inc Sherman Oaks CA 06/2016 04/2017
Fox Sports Los Angeles CA 09/2016 04/2017
Fidelity Brokerage Services Llc Santa Monica CA 04/2017 11/2022
Vance Wealth, Inc. Santa Clarita CA 11/2022 10/2024
Fidelity Investments El Segundo CA 11/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 04/2017
    Waddell & Reed Inc
    Sherman Oaks, CA
  • 09/2016 → 04/2017
    Fox Sports
    Los Angeles, CA
  • 04/2017 → 11/2022
    Fidelity Brokerage Services Llc
    Santa Monica, CA
  • 11/2022 → 10/2024
    Vance Wealth, Inc.
    Santa Clarita, CA
  • 11/2024 → Present
    Fidelity Investments
    El Segundo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burbank, CA
    El Segundo, CA
  • 2022-12-07 → 2024-10-18
    Vance Wealth
    Santa Clarita, CA
  • 2019-03-01 → 2022-11-18
    Fidelity Personal And Workplace Advisors
    Santa Monica, CA
  • 2016-09-28 → 2017-03-17
    Waddell & Reed
    Las Vegas, NV
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-26
S66 Uniform Combined State Law Examination 2016-09-28
  • S63 Uniform Securities Agent State Law Examination
    2025-02-26
  • S66 Uniform Combined State Law Examination
    2016-09-28

View on SEC IAPD

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WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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