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Matthew Klein

Strategic Advisers LLC

Dumont, NJ

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Dumont, NJ • United States

320 Park Avenue, New York, NY 10022-6815 • 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
J. P. Morgan Securities Llc Bronx NJ 08/2019 04/2020
Morgan Stanley New York NY 10/2018 07/2019
Goodwill Paramus NJ 11/2018 03/2019
Massmutual Life Insurance Company Bridgewater NJ 01/2018 09/2018
Axa Advisors, Llc Woodbridge NJ 05/2017 01/2018
Unemployed Bergenfield NJ 05/2009 05/2017
Jpmorgan Chase Bank, N.A. Bronx NY 06/2019 04/2020
Morgan Stanley Purchase NY 04/2020 07/2021
Ajf Financial Services, Inc. New York NY 07/2021 03/2022
American Portfolio Financial Services Holbrook NY 07/2021 03/2022
Fidelity Investments New York NY 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 04/2020
    J. P. Morgan Securities Llc
    Bronx, NJ
  • 10/2018 → 07/2019
    Morgan Stanley
    New York, NY
  • 11/2018 → 03/2019
    Goodwill
    Paramus, NJ
  • 01/2018 → 09/2018
    Massmutual Life Insurance Company
    Bridgewater, NJ
  • 05/2017 → 01/2018
    Axa Advisors, Llc
    Woodbridge, NJ
  • 05/2009 → 05/2017
    Unemployed
    Bergenfield, NJ
  • 06/2019 → 04/2020
    Jpmorgan Chase Bank, N.A.
    Bronx, NY
  • 04/2020 → 07/2021
    Morgan Stanley
    Purchase, NY
  • 07/2021 → 03/2022
    Ajf Financial Services, Inc.
    New York, NY
  • 07/2021 → 03/2022
    American Portfolio Financial Services
    Holbrook, NY
  • 04/2022 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-67833|OrgNmn:RMT Student Rentals LLC|Org Addr:Bronx,New York,US|OBA Nature:Owns and manages rental proper|Invst Rel:Y|Title:Partner|Duties:I am one of 3 partners who have equal ownership of the LLC and rental property|StrtDt:04-15-22|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-18
S63 Uniform Securities Agent State Law Examination 2019-08-30
  • S66 Uniform Combined State Law Examination
    2020-06-18
  • S63 Uniform Securities Agent State Law Examination
    2019-08-30
Designations
Other Names
  • Matt Klein
  • Matthew Klein
  • Matthew Christopher Klein

View on SEC IAPD

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