Matthew Robert D'AMbrosia

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

• 05/2018 → 08/2018
  Fidelity Investments
  Framingham, MA
• 02/2019 → 05/2019
  Elon University
  Elon, NC
• 06/2019 → 08/2019
  Natixis Investment Managers
  Boston, MA
• 06/2020 → 07/2020
  Fidelity Investments
  Smithfield, RI
• 06/2021 → 07/2021
  3Edge Asset Management
  Boston, MA
• 10/2021 → Present
  Fidelity Investments
  Boston, MA
• 01/2020 → 08/2021
  Doordash
  Norfolk, MA
• 10/2016 → 01/2017
  Sun Chronicle Newspaper
  Attleboro, MA
• 03/2020 → 06/2020
  Unemployed
  Norfolk, MA
• 08/2019 → 01/2020
  Student At Elon University
  Elon, NC
• 01/2017 → 06/2017
  Student At Bishop Feehan High School
  Attleboro, MA
• 08/2017 → 05/2018
  Student At Elon University
  Elon, NC
• 08/2018 → 02/2019
  Student At Elon University
  Elon, NC
• 08/2013 → 10/2016
  Student At Bishop Feehan High School
  Attleboro, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-08-01
• S63 Uniform Securities Agent State Law Examination
  2022-01-13

Other Names

• Matthew R D'AMbrosia
• Matthew R Dambrosia