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Matthew Thomas O'COnnor

Strategic Advisers LLC

Merrimack, NH

Nashua, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Nashua, NH • 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
Oxford Global Resources Beverly MA 02/2020 03/2020
Unemployed Beverly MA 03/2020 03/2021
Fidelity Investments Merrimack NH 03/2021 Present
Winterwyman 75 Federal St #720 MA 09/2019 01/2020
Boston Chauffer Beverly MA 05/2019 10/2019
Unemployed Beverly MA 02/2018 10/2018
Umass - Amherst Amherst MA 09/2014 02/2018
Barton Healthcare Staffing Peabody MA 03/2019 05/2019
Complete Staffing Solutions Burlington MA 10/2018 02/2019
Umass Transit Services Amherst MA 09/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2020 → 03/2020
    Oxford Global Resources
    Beverly, MA
  • 03/2020 → 03/2021
    Unemployed
    Beverly, MA
  • 03/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2019 → 01/2020
    Winterwyman
    75 Federal St #720, MA
  • 05/2019 → 10/2019
    Boston Chauffer
    Beverly, MA
  • 02/2018 → 10/2018
    Unemployed
    Beverly, MA
  • 09/2014 → 02/2018
    Umass - Amherst
    Amherst, MA
  • 03/2019 → 05/2019
    Barton Healthcare Staffing
    Peabody, MA
  • 10/2018 → 02/2019
    Complete Staffing Solutions
    Burlington, MA
  • 09/2016 → 05/2017
    Umass Transit Services
    Amherst, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-09
S63 Uniform Securities Agent State Law Examination 2021-07-13
  • S66 Uniform Combined State Law Examination
    2021-11-09
  • S63 Uniform Securities Agent State Law Examination
    2021-07-13
Other Names
  • Matthew Thomas O'COnnor
  • Matthew Thomas Oconnor

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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