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Matthew Kelley

Strategic Advisers LLC

Midvale, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-16
UT RA APPROVED 2025-10-16
  • TX RA
    APPROVED
    Since 2025-10-16
  • UT RA
    APPROVED
    Since 2025-10-16

Branch Locations

Midvale, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Cracker Barrel Lady Lake FL 03/2021 05/2021
New Kingston Logistics (Amazon) Portland OR 04/2020 02/2021
Meadows Ski Resort Government Camp OR 01/2020 03/2021
Starbucks Longwood FL 12/2017 01/2020
Jamba Juice Portland OR 05/2017 12/2017
Portland Community College Portland OR 09/2016 08/2017
Arizona State University Tempe AZ 09/2017 12/2019
Fidelity Investments Jacksonville FL 05/2021 Present
  • 03/2021 → 05/2021
    Cracker Barrel
    Lady Lake, FL
  • 04/2020 → 02/2021
    New Kingston Logistics (Amazon)
    Portland, OR
  • 01/2020 → 03/2021
    Meadows Ski Resort
    Government Camp, OR
  • 12/2017 → 01/2020
    Starbucks
    Longwood, FL
  • 05/2017 → 12/2017
    Jamba Juice
    Portland, OR
  • 09/2016 → 08/2017
    Portland Community College
    Portland, OR
  • 09/2017 → 12/2019
    Arizona State University
    Tempe, AZ
  • 05/2021 → Present
    Fidelity Investments
    Jacksonville, FL
Other Businesses

OBA-111056|OrgNmn:Air BNB |Org Addr:Midvale ,Utah,US|OBA Nature:Property rentals |Invst Rel:Y|Title:Host|Duties:Clean room and make sure listing dates are accurate |StrtDt:06-21-24|TotHrs/mon:200|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-09
S63 Uniform Securities Agent State Law Examination 2021-11-04
  • S66 Uniform Combined State Law Examination
    2025-10-09
  • S63 Uniform Securities Agent State Law Examination
    2021-11-04
Other Names
  • Matthew John Kelley
  • Matthew Kelley

View on SEC IAPD

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