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Matthew Slook

Strategic Advisers LLC

Washington, DC

Arlington, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • United States

Arlington, VA • 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
University Of Virginia Charlottesville VA 08/2016 05/2020
Mellow Mushroom Charlottesville VA 06/2019 11/2019
Fidelity Investments Westlake TX 08/2020 Present
Dah Catering Charlottesville VA 05/2019 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2020
    University Of Virginia
    Charlottesville, VA
  • 06/2019 → 11/2019
    Mellow Mushroom
    Charlottesville, VA
  • 08/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2019 → 08/2019
    Dah Catering
    Charlottesville, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-15
S63 Uniform Securities Agent State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2021-12-15
  • S63 Uniform Securities Agent State Law Examination
    2020-12-17
Other Names
  • Matthew Alexander Slook
  • Matthew Slook

View on SEC IAPD

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JAMES DARRELL ZACK
HSIAO-CHUAN CHANG
AMANDA JEAN ZACK
CHRISTINE RUSHIN MISTR
CHARLES DOUGLAS HARTLEY
Marilyn McKinnon

Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

More in Washington, DC

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