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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
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States

Sacramento, 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
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2020 04/2021
Northwestern Mutual Investment Services Llc Walnut Creek CA 05/2020 04/2021
Hightower Advisors Palm Desert CA 05/2019 09/2019
Northwestern Mutual Milwaukee WI 05/2020 04/2021
Fidelity Investments Torrance CA 05/2021 06/2022
Fidelity Personal And Workplace Advisor Torrance CA 11/2021 06/2022
Fidelity Brokerage Services Llc Torrance CA 05/2021 06/2022
J.P. Morgan Securities Llc Long Beach CA 07/2022 03/2024
Jpmorgan Chase Bank, N.A. Long Beach CA 07/2022 03/2024
Unemployed Long Beach CA 07/2012 04/2019
St. Mary's College Of California Moraga CA 08/2015 05/2020
Breathalyzers For Fire Fighters Long Beach CA 01/2022 03/2024
Poshmark Long Beach CA 06/2021 07/2022
Breathalyzers For Firefighters Long Beach CA 01/2022 03/2024
Jmg To The Moon Renton WA 01/2023 03/2024
Fidelity Investments Sacramento CA 03/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 04/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2020 → 04/2021
    Northwestern Mutual Investment Services Llc
    Walnut Creek, CA
  • 05/2019 → 09/2019
    Hightower Advisors
    Palm Desert, CA
  • 05/2020 → 04/2021
    Northwestern Mutual
    Milwaukee, WI
  • 05/2021 → 06/2022
    Fidelity Investments
    Torrance, CA
  • 11/2021 → 06/2022
    Fidelity Personal And Workplace Advisor
    Torrance, CA
  • 05/2021 → 06/2022
    Fidelity Brokerage Services Llc
    Torrance, CA
  • 07/2022 → 03/2024
    Long Beach, CA
  • 07/2022 → 03/2024
    Jpmorgan Chase Bank, N.A.
    Long Beach, CA
  • 07/2012 → 04/2019
    Unemployed
    Long Beach, CA
  • 08/2015 → 05/2020
    St. Mary's College Of California
    Moraga, CA
  • 01/2022 → 03/2024
    Breathalyzers For Fire Fighters
    Long Beach, CA
  • 06/2021 → 07/2022
    Poshmark
    Long Beach, CA
  • 01/2022 → 03/2024
    Breathalyzers For Firefighters
    Long Beach, CA
  • 01/2023 → 03/2024
    Jmg To The Moon
    Renton, WA
  • 03/2024 → Present
    Fidelity Investments
    Sacramento, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sacramento, CA
  • 2022-07-19 → 2024-02-10
    Long Beach, CA
  • 2021-11-16 → 2022-06-20
    Fidelity Personal And Workplace Advisors
    Torrance, CA
Other Businesses

OBA-129949|OrgNmn:FollowTheMoney|Org Addr:Sacramento,California,US|OBA Nature:FollowTheMoney is an iOS appli|Invst Rel:N|Title:Owner/ Operator|Duties:I work on the applications in my free time. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-108637|OrgNmn:Baseball Coach|Org Addr:Sacramento,California,US|OBA Nature:Baseball Coaching|Invst Rel:N|Title:Independent Contractor|Duties:Help run baseball practices and games, occassionally run lessons when asked. |StrtDt:12-09-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-02
S63 Uniform Securities Agent State Law Examination 2020-10-20
  • S65 Uniform Investment Adviser Law Examination
    2021-07-02
  • S63 Uniform Securities Agent State Law Examination
    2020-10-20
Other Names
  • Matthew Alexander Green
  • Matthew A Green
  • Matthew Green

View on SEC IAPD

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