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Matthew Dimitrijevs

Strategic Advisers LLC

Charlotte, NC

Charlotte, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
NC RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States

Charlotte, NC • 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
Unemployed Revere MA 02/2023 07/2023
Northwestern Mutual Investment Services Llc Charlotte NC 10/2023 06/2024
Unemployed Brecksville OH 04/2009 05/2019
Tonic San Francisco CA 08/2022 02/2023
Delta Diversified Solon OH 05/2019 08/2019
Fidelity Investments Charlotte NC 07/2024 Present
Andrew Pavlov Charlotte NC 07/2023 07/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2021 02/2022
Unemployed Brecksville OH 08/2019 05/2021
Goodtime San Francisco CA 02/2022 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → 07/2023
    Unemployed
    Revere, MA
  • 10/2023 → 06/2024
    Northwestern Mutual Investment Services Llc
    Charlotte, NC
  • 04/2009 → 05/2019
    Unemployed
    Brecksville, OH
  • 08/2022 → 02/2023
    Tonic
    San Francisco, CA
  • 05/2019 → 08/2019
    Delta Diversified
    Solon, OH
  • 07/2024 → Present
    Fidelity Investments
    Charlotte, NC
  • 07/2023 → 07/2024
    Andrew Pavlov
    Charlotte, NC
  • 05/2021 → 02/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2019 → 05/2021
    Unemployed
    Brecksville, OH
  • 02/2022 → 08/2022
    Goodtime
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-10
S63 Uniform Securities Agent State Law Examination 2024-02-23
  • S65 Uniform Investment Adviser Law Examination
    2024-09-10
  • S63 Uniform Securities Agent State Law Examination
    2024-02-23
Other Names
  • Matt Dimitrijevs

View on SEC IAPD

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