Matthew Troncellito

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

• 04/2015 → 07/2017
  Axa Advisors, Llc
  New York, NY
• 07/2017 → Present
  Fidelity Brokerage Services Llc
  Wayne, NJ
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Wayne, NJ
  Nutley, NJ
• 2017-08-04 → 2018-07-13
  Strategic Advisers Llc
  Wayne, NJ
• 2015-04-24 → 2017-07-19
  Equitable Advisors, Llc
  Nutley, NJ
• 2012-12-12 → 2015-04-09
  Wells Fargo Clearing Services, Llc
  Latham, NY
• 2006-07-25 → 2012-10-08
  Strategic Advisers Llc
  Millburn, NJ
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2006-07-21
• S63 Uniform Securities Agent State Law Examination
  2005-06-22

Other Names

• Matthew J Troncellito
• Matthew Joseph Troncellito