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Matthew Purmal

Strategic Advisers LLC

Highland Park, IL

Lake Forest, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States

Lake Forest, IL • 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
Edward Jones St Louis MO 11/2018 02/2023
Full Time Edcuation Canton NY 08/2014 05/2018
Church Mutual Merrill WI 05/2017 08/2017
Unemployed Merrill WI 06/2018 10/2018
Fidelity Investments Highland Park IL 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2018 → 02/2023
    Edward Jones
    St Louis, MO
  • 08/2014 → 05/2018
    Full Time Edcuation
    Canton, NY
  • 05/2017 → 08/2017
    Church Mutual
    Merrill, WI
  • 06/2018 → 10/2018
    Unemployed
    Merrill, WI
  • 02/2023 → Present
    Fidelity Investments
    Highland Park, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Highland Park, IL
  • 2019-02-27 → 2023-03-01
    Edward Jones
    Maryland Heights, MO
    Maryland Heights, MO
    Merrill, WI
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-25
  • S66 Uniform Combined State Law Examination
    2019-02-25
Other Names
  • Matthew David Duckworth Purmal
  • Matthew David Duckworth Purmal
  • Matthew David D Purmal

View on SEC IAPD

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Other Investors

NOEL ADAM COOPER
ZACHARY HAROLD WALTERS
LOUIS BURTON KLIEGER
BLAKE S SCIERA
HOWARD ROBERT KLIEGER
WYATT REED DOWLING
BRADLEY CORDES
KAREN M FINERMAN

Other Offices

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC · HIGHLAND PARK, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Highland Park, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · HIGHLAND PARK, IL
CITIGROUP GLOBAL MARKETS INC. · HIGHLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL

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