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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

New York, NY • United States

13A W 61St St, New York, NY 10023-0000 • 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
Equitable Advisors, Llc New York NY 08/2020 02/2021
Unemployed Old Westbury NY 05/2020 08/2020
Johnson & Wales University Providence RI 08/2018 05/2019
Material Sand & Stone Corporation North Smithfield RI 06/2019 09/2019
The 02908 Club Providence RI 05/2019 06/2019
Breslin Realty Garden City NY 06/2018 08/2018
Skidmore College Saratoga Springs NY 09/2017 06/2018
New York Islanders East Meadow NY 06/2017 09/2017
Skidmore College Saratoga Springs NY 09/2016 06/2017
Unemployed Old Westbury NY 06/2013 09/2016
Johnson & Wales University Providence RI 09/2019 05/2020
Unemployed Old Westbury NY 02/2021 04/2021
Fidelity Investments Merrimack NH 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → 02/2021
    New York, NY
  • 05/2020 → 08/2020
    Unemployed
    Old Westbury, NY
  • 08/2018 → 05/2019
    Johnson & Wales University
    Providence, RI
  • 06/2019 → 09/2019
    Material Sand & Stone Corporation
    North Smithfield, RI
  • 05/2019 → 06/2019
    The 02908 Club
    Providence, RI
  • 06/2018 → 08/2018
    Breslin Realty
    Garden City, NY
  • 09/2017 → 06/2018
    Skidmore College
    Saratoga Springs, NY
  • 06/2017 → 09/2017
    New York Islanders
    East Meadow, NY
  • 09/2016 → 06/2017
    Skidmore College
    Saratoga Springs, NY
  • 06/2013 → 09/2016
    Unemployed
    Old Westbury, NY
  • 09/2019 → 05/2020
    Johnson & Wales University
    Providence, RI
  • 02/2021 → 04/2021
    Unemployed
    Old Westbury, NY
  • 04/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2021-01-12 → 2021-03-01
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-27
  • S66 Uniform Combined State Law Examination
    2020-07-27
Designations
Other Names
  • Matthew Bernot
  • Matthew Jared Bernot

View on SEC IAPD

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