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Matthew Ryan Cottrell

Strategic Advisers LLC

Austin, TX

Austin, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States

Austin, TX • 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
Cracker Barrel San Marcos TX 09/2016 07/2017
Fidelity Brokerage Services, Llc Westlake TX 03/2019 Present
Texas State University San Marcos TX 08/2014 06/2018
Unemployed Arlington TX 07/2018 02/2019
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 07/2017
    Cracker Barrel
    San Marcos, TX
  • 03/2019 → Present
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 08/2014 → 06/2018
    Texas State University
    San Marcos, TX
  • 07/2018 → 02/2019
    Unemployed
    Arlington, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-25
S63 Uniform Securities Agent State Law Examination 2019-06-07
  • S66 Uniform Combined State Law Examination
    2022-02-25
  • S63 Uniform Securities Agent State Law Examination
    2019-06-07
Other Names
  • Matthew Ryan Cottrell
  • Matthew Cottrell

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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