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Matthew K. Harris

Strategic Advisers LLC

Colorado Springs, 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

Colorado Springs, 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
University Of Central Misssouri Warrensburg MO 08/2016 05/2018
Unemployed Romeo MI 05/2018 10/2018
Federated Insurance St. Louis MO 10/2018 11/2020
Gatewood Wealth Solutions Brentwood MO 12/2020 05/2023
Lpl Financial, Llc St. Louis MO 12/2020 05/2023
Fidelity Investments Colorado Springs CO 05/2023 Present
Lord And Taylor Sterling Heights MI 06/2018 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2018
    University Of Central Misssouri
    Warrensburg, MO
  • 05/2018 → 10/2018
    Unemployed
    Romeo, MI
  • 10/2018 → 11/2020
    Federated Insurance
    St. Louis, MO
  • 12/2020 → 05/2023
    Gatewood Wealth Solutions
    Brentwood, MO
  • 12/2020 → 05/2023
    Lpl Financial, Llc
    St. Louis, MO
  • 05/2023 → Present
    Fidelity Investments
    Colorado Springs, CO
  • 06/2018 → 06/2018
    Lord And Taylor
    Sterling Heights, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    St Charles, MO
  • 2022-08-05 → 2023-05-12
    Lpl Financial Llc
    St. Louis, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-01-26
S65 Uniform Investment Adviser Law Examination 2022-08-04
  • S63 Uniform Securities Agent State Law Examination
    2023-01-26
  • S65 Uniform Investment Adviser Law Examination
    2022-08-04
Other Names
  • Matthew Kenneth Harris

View on SEC IAPD

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