Matthew White

Strategic Advisers LLC

CRD 6978966

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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

Authority	Category	Status	Date
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

155 Congress St, Boston, MA 02110-2511 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Fairfield	CT	06/2018	Present
Veritude Llc	West Hartford	CT	05/2017	07/2017
Indiana University	Bloomington	IN	08/2014	05/2018
Fidelity Investments	Boston	MA	03/2025	Present

06/2018 → Present

Fidelity Brokerage Services Llc

Fairfield, CT
05/2017 → 07/2017

Veritude Llc

West Hartford, CT
08/2014 → 05/2018

Indiana University

Bloomington, IN
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-01-06 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-26

S66 Uniform Combined State Law Examination

2018-10-26

Other Names

Matthew Kyle White
Matthew White

View on SEC IAPD

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