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Matthew Wrobel

Strategic Advisers LLC

Boston, MA

Chestnut Hill, MA

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

Branch Locations

Boston, MA • United States

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • 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
Demanddrive Waltham MA 07/2019 05/2021
Mcadam Llc Boston MA 06/2021 12/2021
Bentley University Waltham MA 09/2017 05/2021
Boston College High School Dorchester MA 09/2013 09/2017
Fidelity Investments Merrimack NH 01/2022 Present
Wrobel Engineering Avon MA 05/2016 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 05/2021
    Demanddrive
    Waltham, MA
  • 06/2021 → 12/2021
    Mcadam Llc
    Boston, MA
  • 09/2017 → 05/2021
    Bentley University
    Waltham, MA
  • 09/2013 → 09/2017
    Boston College High School
    Dorchester, MA
  • 01/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2016 → 06/2019
    Wrobel Engineering
    Avon, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2021-08-09 → 2021-12-21
    Mcadam Llc
    Boston, MA
    Radnor, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-05-06
S65 Uniform Investment Adviser Law Examination 2021-07-13
  • S63 Uniform Securities Agent State Law Examination
    2022-05-06
  • S65 Uniform Investment Adviser Law Examination
    2021-07-13
Other Names
  • Matt Wrobel
  • Matthew Mark Wrobel
  • Matthew Wrobel

View on SEC IAPD

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