Matthew Brandon Shaffstall

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2026-06-02
TN	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

AL RA
APPROVED

Since 2026-06-02
TN RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Oak Ridge, TN • 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
City Of Lake Dallas	Lake Dallas	TX	08/2016	06/2017
Colonial National Mortgage	Hurst	TX	09/2017	01/2020
City Of Pantego	Pantego	TX	01/2019	06/2019
Fidelity Brokerage Services Llc	Westlake	TX	01/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → 06/2017

City Of Lake Dallas

Lake Dallas, TX
09/2017 → 01/2020

Colonial National Mortgage

Hurst, TX
01/2019 → 06/2019

City Of Pantego

Pantego, TX
01/2020 → Present

Fidelity Brokerage Services Llc

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-05-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Oak Ridge, TN

Knoxville, TN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-05-04
S63	Uniform Securities Agent State Law Examination	2020-05-27

S66 Uniform Combined State Law Examination

2021-05-04
S63 Uniform Securities Agent State Law Examination

2020-05-27

Other Names

Matthew Brandon Shaffstall
Matthew Shaffstall

View on SEC IAPD

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