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Matthew Cavalier

Strategic Advisers LLC

Fairfield, CT

Darien, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1261 Post Road, Fairfield, CT 06824-6072 • United States

Darien, CT • 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
The Ayco Company, L.P./Mercer Allied Parsippany NJ 10/2015 01/2021
Goldman Sachs & Co. Llc New York NY 01/2021 02/2021
Gladstone Wealth Partners Purchase NY 03/2021 09/2023
Fidelity Investments Fairfield CT 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Parsippany, NJ
  • 01/2021 → 02/2021
    Goldman Sachs & Co. Llc
    New York, NY
  • 03/2021 → 09/2023
    Gladstone Wealth Partners
    Purchase, NY
  • 09/2023 → Present
    Fidelity Investments
    Fairfield, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-11
S66 Uniform Combined State Law Examination 2016-10-11
  • S63 Uniform Securities Agent State Law Examination
    2023-12-11
  • S66 Uniform Combined State Law Examination
    2016-10-11
Other Names
  • Matthew Douglas Cavalier
  • Matthew Cavalier

View on SEC IAPD

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Other Offices

HERBERT J. SIMS CAPITAL MANAGEMENT, INC. · FAIRFIELD, CT
MONECO ADVISORS · FAIRFIELD, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairfield, CT
MONECO ADVISORS · FAIRFIELD, CT
JANNEY MONTGOMERY SCOTT LLC · Fairfield, CT
EDGEWOOD CAPITAL ADVISORS, LLC · SOUTHPORT, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Southport, CT
DAYMARK WEALTH PARTNERS, LLC · Southport, CT

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