Matthew Carroll Ely

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 06/2024
  Equitable Advisors, Llc
  New York, NY
• 02/2021 → 02/2021
  Self Employed
  Fort Worth, TX
• 07/2025 → Present
  Fidelity Investments
  Westlake, TX
• 09/2017 → 08/2020
  Tarleton State University
  Fort Worth, TX
• 01/2009 → 02/2021
  North Ft. Worth Baptist Church
  Fort Worth, TX
• 06/2024 → 07/2025
  Unemployed
  Fort Worth, TX

Previous Registrations

• 2021-07-12 → 2024-07-12
  Equitable Advisors, Llc
  Fort Worth, TX

Other Businesses

OBA-121706|OrgNmn:Self-Employed|Org Addr:Fort Worth,Texas,US|OBA Nature:I am hired to play guitar, sin|Invst Rel:N|Title:Gigging Musician|Duties:I am to show up knowing the music and/or equipment I will be using, and to perform my task during the event that is being held.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-05-24

Other Names

• Matthew Ely
• Matt Ely
• Matthew Carroll Ely