Matthew Dylan Aroesty

Employer firm

Fidelity Institutional Wealth Adviser LLC CRD 301896

$9.38B regulatory AUM 64,306 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• OVERLAY PORTFOLIO MANAGEMENT; NON-DISCRETIONARY INVESTMENT ADVICE

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

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

Current Employers

Employment History

• 05/2017 → 07/2017
  Veritude
  Brea, CA
• 01/2017 → 06/2018
  Orange High School
  Orange, CA
• 05/2014 → 05/2018
  Chapman University
  Orange, CA
• 05/2024 → Present
  Fidelity Investments
  Chicago, IL
• 06/2018 → 05/2024
  Fidelity Brokerage Services Llc
  Brea, CA

Previous Registrations

• 2019-06-24 → 2024-05-01
  Fidelity Personal And Workplace Advisors
  Brea, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-12-28

Other Names

• Matthew Dylan Aroesty
• Matthew Aroesty
• Matthew D Aroesty