Matthew R. Hineman

Strategic Advisers LLC

Grand Haven, MI

CRD 7039345

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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
TX	RA	APPROVED_RES	2026-01-13
MI	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2026-01-13
MI RA
APPROVED

Since 2025-03-31

Branch Locations

Grand Haven, MI • 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	Covington	KY	09/2017	Present
Jackson National Life Insurance	Lansing	MI	05/2013	08/2017
Western Michigan University	Kalamazoo	MI	09/2012	12/2016
Fidelity Investments	Boston	MA	03/2025	Present

09/2017 → Present

Fidelity Brokerage Services Llc

Covington, KY
05/2013 → 08/2017

Jackson National Life Insurance

Lansing, MI
09/2012 → 12/2016

Western Michigan University

Kalamazoo, MI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-09-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-06

S66 Uniform Combined State Law Examination

2019-02-06

Other Names

Matthew Ryan Hineman
Matthew Hineman

View on SEC IAPD

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