Matthew J Frankowski

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

• 05/2021 → 12/2021
  E*Trade Securities Llc
  Chicago, IL
• 08/2017 → 06/2019
  Parkway Bank
  Park Ridge, IL
• 06/2019 → 07/2019
  Belmont Bank And Trust
  Chicago, IL
• 07/2019 → 01/2020
  Parkway Bank
  Harwood Heights, IL
• 01/2020 → 03/2020
  Parkway Bank
  Harwood Heights, IL
• 03/2020 → 05/2021
  Parkway Bank
  Harwood Heights, IL
• 03/2017 → 08/2017
  Taco Burrito King
  Chicago, IL
• 02/2015 → 03/2017
  Full Time Student
  Norridge, IL
• 12/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Itasca, IL

Other Businesses

OBA-129353|OrgNmn:Lyft|Org Addr:San Franci,California,US|OBA Nature:Rideshare|Invst Rel:N|Title:Independent Contractor|Duties:Rides sharing service|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-11-07
• S63 Uniform Securities Agent State Law Examination
  2021-08-09

Other Names

• Matthew J Frankowski
• Matthew Frankowski