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Matthew J. Ivester

Strategic Advisers LLC

West Jordan, 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 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

West Jordan, 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
Fidelity Brokerage Services Salt Lake City UT 06/2021 Present
Utah Valley University Orem UT 08/2020 06/2021
Epic Recreation Provo UT 04/2020 08/2020
Utah Valley University Orem UT 08/2019 06/2021
Brooks Painting Rexburg ID 04/2019 08/2019
Brigham Young University-Idaho Rexburg ID 08/2018 04/2019
Gunstock Mountain Resort Gilford NH 04/2016 01/2020
Winnisquam Regional High School Tilton NH 08/2014 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Brokerage Services
    Salt Lake City, UT
  • 08/2020 → 06/2021
    Utah Valley University
    Orem, UT
  • 04/2020 → 08/2020
    Epic Recreation
    Provo, UT
  • 08/2019 → 06/2021
    Utah Valley University
    Orem, UT
  • 04/2019 → 08/2019
    Brooks Painting
    Rexburg, ID
  • 08/2018 → 04/2019
    Brigham Young University-Idaho
    Rexburg, ID
  • 04/2016 → 01/2020
    Gunstock Mountain Resort
    Gilford, NH
  • 08/2014 → 06/2018
    Winnisquam Regional High School
    Tilton, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-22
S63 Uniform Securities Agent State Law Examination 2021-08-13
  • S66 Uniform Combined State Law Examination
    2023-12-22
  • S63 Uniform Securities Agent State Law Examination
    2021-08-13
Other Names
  • Matthew Joseph Ivester
  • Matthew Ivester

View on SEC IAPD

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