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Matthew Magoon

Strategic Advisers LLC

Greenwood Village, CO

Castle Rock, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Castle Rock, CO • 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
New York Life Insurance Co Denver CO 08/2020 01/2021
Nylife Securities Llc Denver CO 10/2020 01/2021
Cheddars Scratch Kitchen Aurora CO 03/2019 07/2020
Stuft Burger Bar Greeley CO 03/2018 03/2019
Greeley Country Club Greeley CO 08/2016 08/2018
University Of Northern Colorado Greeley CO 08/2015 10/2018
Fidelity Investments Greenwood Village CO 02/2021 Present
Metropolitan State University Of Denver Denver CO 01/2019 01/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → 01/2021
    New York Life Insurance Co
    Denver, CO
  • 10/2020 → 01/2021
    Nylife Securities Llc
    Denver, CO
  • 03/2019 → 07/2020
    Cheddars Scratch Kitchen
    Aurora, CO
  • 03/2018 → 03/2019
    Stuft Burger Bar
    Greeley, CO
  • 08/2016 → 08/2018
    Greeley Country Club
    Greeley, CO
  • 08/2015 → 10/2018
    University Of Northern Colorado
    Greeley, CO
  • 02/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 01/2019 → 01/2020
    Metropolitan State University Of Denver
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Englewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-09
S63 Uniform Securities Agent State Law Examination 2021-07-12
  • S66 Uniform Combined State Law Examination
    2024-03-09
  • S63 Uniform Securities Agent State Law Examination
    2021-07-12
Other Names
  • Matthew Magoon
  • Matthew A Magoon

View on SEC IAPD

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ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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