Matthew D. Young

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

• 09/2013 → 07/2018
  Middletown Pizza
  Media, PA
• 06/2019 → 11/2019
  Axa Advisors, Llc
  New York, NY
• 06/2016 → 03/2019
  Rose Tree Media School District
  Media, PA
• 07/2018 → 05/2019
  Legacy Planning
  Plymouth Meeting, PA
• 08/2015 → 05/2019
  Temple University
  Philadelphia, PA
• 11/2019 → 05/2020
  Mass Mutual
  Bala Cynwyd, PA
• 11/2019 → 05/2020
  Mml Investors Services
  Bala Cynwyd, PA
• 05/2020 → Present
  Fidelity Brokerage Services
  Center Valley, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-05-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Center Valley, PA
• 2019-07-30 → 2019-11-15
  Equitable Advisors, Llc
  Bala Cynwyd, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-07-17

Other Names

• Matthew D. Young
• Matthew David Young
• Matthew Young