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Matthew Livengood

Strategic Advisers LLC

Scottsdale, AZ

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Scottsdale, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
Q To U Bbq Cave Creek AZ 05/2015 08/2019
Merrill Lynch Scottsdale AZ 01/2019 09/2019
Optima Capital Management Tempe AZ 10/2019 08/2020
Fidelity Investments Scottsdale AZ 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 08/2019
    Q To U Bbq
    Cave Creek, AZ
  • 01/2019 → 09/2019
    Merrill Lynch
    Scottsdale, AZ
  • 10/2019 → 08/2020
    Optima Capital Management
    Tempe, AZ
  • 08/2020 → Present
    Fidelity Investments
    Scottsdale, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
Other Businesses

OBA-58846|OrgNmn:Pi Network|Org Addr:Palo Alto,California,US|OBA Nature:Cryptocurrency|Invst Rel:Y|Title:Pioneer|Duties:Once a day I tap a button on a mobile app & it automatically mines the cryptocurrency for 24 hours |StrtDt:08-24-20|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-25
S63 Uniform Securities Agent State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2021-08-25
  • S63 Uniform Securities Agent State Law Examination
    2020-12-17
Designations
Other Names
  • Matthew Livengood
  • Matthew John Livengood

View on SEC IAPD

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