Matthew Wright

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

• 01/2022 → 05/2022
  Prego's Trattoria
  Burlington, NC
• 08/2021 → 10/2021
  The Village Grill
  Burlington, NC
• 05/2021 → 08/2021
  Northwestern Mutual
  Greensboro, NC
• 04/2014 → 06/2022
  Country Club Of Buffalo
  Williamsville, NY
• 07/2020 → 08/2020
  Dan D's Landscaping
  Clarence, NY
• 05/2019 → 08/2019
  Bank Of America Merrill Lynch
  Williamsville, NY
• 06/2017 → 08/2017
  Hasek's Heroes
  Buffalo, NY
• 12/2015 → 03/2017
  Holimont Ski Area
  Ellicottville, NY
• 09/2014 → 06/2018
  Clarence High School
  Clarence, NY
• 08/2018 → 05/2022
  Elon University
  Elon, NY
• 06/2022 → Present
  Workplace Planning Associate
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-01-10

Other Names

• Matt Wright
• Matthew Wright
• Matthew Dowall Wright
• Mathew Wright
• Matthew Dowdall Wright