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Matthew Scott Marshall

Strategic Advisers LLC

Dallas, TX

Dallas, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Dallas, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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
Rudy's Bbq Austin TX 12/2016 01/2017
Rudy's Bbq Austin TX 05/2017 08/2017
Rudy's Bbq Austin TX 12/2017 01/2018
Rudy's Bbq Austin TX 05/2018 08/2018
Rudy's Bbq Austin TX 12/2018 01/2019
Rudy's Bbq Austin TX 05/2019 05/2019
Fidelity Brokerage Services Llc Westlake TX 06/2019 08/2019
Uber Eats Austin TX 05/2020 05/2020
Fidelity Investments Austin TX 06/2020 Present
Mad Taco College Station TX 02/2020 03/2020
Sam Kuver Allstate Insurance Agency College Station TX 09/2016 10/2017
Blinn College- Bryan Campus Bryan TX 08/2016 12/2017
Texas A&M University College Station TX 01/2018 05/2020
Brett Clayton-Allstate Insurance Agency Austin TX 05/2017 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 12/2016 → 01/2017
    Rudy's Bbq
    Austin, TX
  • 05/2017 → 08/2017
    Rudy's Bbq
    Austin, TX
  • 12/2017 → 01/2018
    Rudy's Bbq
    Austin, TX
  • 05/2018 → 08/2018
    Rudy's Bbq
    Austin, TX
  • 12/2018 → 01/2019
    Rudy's Bbq
    Austin, TX
  • 05/2019 → 05/2019
    Rudy's Bbq
    Austin, TX
  • 06/2019 → 08/2019
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 05/2020 → 05/2020
    Uber Eats
    Austin, TX
  • 06/2020 → Present
    Fidelity Investments
    Austin, TX
  • 02/2020 → 03/2020
    Mad Taco
    College Station, TX
  • 09/2016 → 10/2017
    Sam Kuver Allstate Insurance Agency
    College Station, TX
  • 08/2016 → 12/2017
    Blinn College- Bryan Campus
    Bryan, TX
  • 01/2018 → 05/2020
    Texas A&M University
    College Station, TX
  • 05/2017 → 08/2018
    Brett Clayton-Allstate Insurance Agency
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-25
  • S66 Uniform Combined State Law Examination
    2020-11-25
Other Names
  • Matthew Scott Marshall
  • Matthew Marshall

View on SEC IAPD

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