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Matthew William Hanson

Strategic Advisers LLC

San Diego, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Diego, CA • 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
Wells Fargo Clearing Services, Llc San Diego CA 05/2021 06/2022
J Kelly & Associates Jacksonville FL 10/2018 11/2019
Sterling Wealth Strategies // Penn Mutual La Jolla CA 06/2017 08/2018
United Church Of Christ Of La Mesa La Mesa CA 01/2016 06/2017
Unemployed San Diego CA 11/2019 05/2021
Fidelity Investments Covington KY 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 06/2022
    Wells Fargo Clearing Services, Llc
    San Diego, CA
  • 10/2018 → 11/2019
    J Kelly & Associates
    Jacksonville, FL
  • 06/2017 → 08/2018
    Sterling Wealth Strategies // Penn Mutual
    La Jolla, CA
  • 01/2016 → 06/2017
    United Church Of Christ Of La Mesa
    La Mesa, CA
  • 11/2019 → 05/2021
    Unemployed
    San Diego, CA
  • 06/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-25
  • S66 Uniform Combined State Law Examination
    2022-03-25
Other Names
  • Matt W Hanson
  • Matthew W Hanson
  • Matthew William Hanson

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