Matthew Evan Farrell

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 07/2017
  Fsu Health And Wellness Center
  Tallahassee, FL
• 08/2017 → 09/2017
  Unemployed
  Tallahassee, FL
• 10/2017 → 09/2018
  Keller Williams Town & Country
  Tallahassee, FL
• 10/2018 → 01/2019
  Unemployed
  Tallahassee, FL
• 02/2019 → 07/2019
  Precise Fit Limited Llc (Mercy San Juan Medical Center)
  Carmichael, CA
• 08/2019 → 01/2020
  Unemployed
  Rancho Cordova, CA
• 02/2020 → 05/2020
  New York Life
  Pensacola, FL
• 06/2020 → 08/2020
  Slav Bitman Agency - American Income Life Insurance
  Pensacola, FL
• 09/2020 → 03/2021
  Amerilife Of Florida Llc
  Pensacola, FL
• 04/2021 → 05/2022
  Providence Technology Solutions Llc
  Jacksonville, FL
• 05/2022 → 06/2022
  Unemployed
  Jacksonville, FL
• 07/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 06/2020 → 08/2020
  American Income Life
  Pensacola, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-01-12
• S63 Uniform Securities Agent State Law Examination
  2022-11-07

Other Names

• Matthew Evan Farrell
• Matthew Farrell