Matthew Walter Halfmann

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Fidelity Brokerage Services Llc	Merrimack	NH	02/2020	Present
Self Employed	Laconia	NH	01/2019	02/2020
Onemain Financial	Concord	NH	01/2020	02/2020
Td Bank	Tilton	NH	05/2018	11/2019
Members First Credit Union Nh	Manchester	NH	08/2014	05/2018
Fidelity Investments	Boston	MA	03/2025	Present

02/2020 → Present

Fidelity Brokerage Services Llc

Merrimack, NH
01/2019 → 02/2020

Self Employed

Laconia, NH
01/2020 → 02/2020

Onemain Financial

Concord, NH
05/2018 → 11/2019

Td Bank

Tilton, NH
08/2014 → 05/2018

Members First Credit Union Nh

Manchester, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-12-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-30
S63	Uniform Securities Agent State Law Examination	2020-06-17

S66 Uniform Combined State Law Examination

2023-11-30
S63 Uniform Securities Agent State Law Examination

2020-06-17

Other Names

Matthew W Halfmann
Matt Halfmann
Matthew Halfmann

View on SEC IAPD

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor