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Matthew C. Cassone

Strategic Advisers LLC

West Hartford, CT

Portland, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-16
CT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-12-16
  • CT RA
    APPROVED
    Since 2025-03-31

Branch Locations

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States

Portland, CT • 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
Newington Parks & Rec Newington CT 01/2014 01/2017
Olympia Diner Newington CT 01/2017 01/2019
Laz Parking Hartford CT 01/2019 03/2020
Joes Foreign Car Repair Llc Newington CT 01/2020 05/2021
Fidelity Investments Shrewsbury MA 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 01/2017
    Newington Parks & Rec
    Newington, CT
  • 01/2017 → 01/2019
    Olympia Diner
    Newington, CT
  • 01/2019 → 03/2020
    Laz Parking
    Hartford, CT
  • 01/2020 → 05/2021
    Joes Foreign Car Repair Llc
    Newington, CT
  • 06/2021 → Present
    Fidelity Investments
    Shrewsbury, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Shrewsbury, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-23
S63 Uniform Securities Agent State Law Examination 2022-03-18
  • S66 Uniform Combined State Law Examination
    2022-07-23
  • S63 Uniform Securities Agent State Law Examination
    2022-03-18
Other Names
  • Matthew C Cassone

View on SEC IAPD

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