Matthew Lee Vanauker

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → Present
  Fidelity Investments
  Durham, NC
• 08/2019 → 09/2021
  Wells Fargo
  Wake Forest, NC
• 05/2018 → 05/2019
  North Carolina State University
  Raleigh, NC
• 05/2016 → 05/2018
  Unemployed
  Raleigh, NC
• 07/2018 → 08/2019
  Doordash
  Raleigh, NC
• 01/2020 → 08/2021
  East Carolina University
  Franklinton, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-03-03