Matthew A Weber

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 10/2016
  Bank Of Ann Arbor
  Ann Arbor, MI
• 11/2016 → 04/2018
  Bank Of Ann Arbor
  Ann Arbor, MI
• 05/2018 → 11/2018
  Dreamgate Vr
  Ann Arbor, MI
• 12/2018 → 03/2019
  Unemployed
  Ann Arbor, MI
• 04/2019 → 04/2024
  Legacy Wealth Partners
  Ann Arbor, MI
• 06/2024 → Present
  Fidelity Investments
  Ann Arbor, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-07-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ann Arbor, MI
• 2020-05-27 → 2024-04-22
  Commonwealth Financial Network
  Ann Arbor, MI

Exams

• S66 Uniform Combined State Law Examination
  2020-05-18

Other Names

• Matt Weber
• Matthew Weber
• Matthew Andrew Weber