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Matthew Bracken

Strategic Advisers LLC

Garden City, NY

Garden City, NY

CRD 7442607

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-03
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-10-03
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Garden City, NY • United States

1130 Franklin Avenue, Garden City, NY 11530-1687 • 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
Salem Country Club Peabody MA 06/2018 08/2018
Colgate University Hamilton NY 08/2017 05/2021
Belmont Hill School Belmont MA 08/2013 05/2017
Unemployed Wakefield MA 05/2020 08/2020
Trident Associates Wellesley MA 06/2019 08/2019
Fidelity Investments Merrimack NH 09/2021 Present
Unemployed Wakefield MA 05/2021 09/2021
Salem Country Cub Peabody MA 06/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 08/2018
    Salem Country Club
    Peabody, MA
  • 08/2017 → 05/2021
    Colgate University
    Hamilton, NY
  • 08/2013 → 05/2017
    Belmont Hill School
    Belmont, MA
  • 05/2020 → 08/2020
    Unemployed
    Wakefield, MA
  • 06/2019 → 08/2019
    Trident Associates
    Wellesley, MA
  • 09/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2021 → 09/2021
    Unemployed
    Wakefield, MA
  • 06/2017 → 08/2017
    Salem Country Cub
    Peabody, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Reston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-20
S63 Uniform Securities Agent State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2023-02-20
  • S63 Uniform Securities Agent State Law Examination
    2022-02-04
Other Names
  • Matthew Norton Bracken
  • Matthew Bracken

View on SEC IAPD

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