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Matthew John Competiello

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-11
TX RA APPROVED 2025-07-08
  • FL RA
    APPROVED
    Since 2025-07-11
  • TX RA
    APPROVED
    Since 2025-07-08

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Stericycle Jacksonville FL 08/2016 01/2017
Jewish Community Family Services Jacksonville FL 01/2017 03/2017
Brightway Insurance Jacksonville FL 04/2017 05/2019
Fidelity Brokerage Services Llc Jacksonville FL 06/2019 Present
  • 08/2016 → 01/2017
    Stericycle
    Jacksonville, FL
  • 01/2017 → 03/2017
    Jewish Community Family Services
    Jacksonville, FL
  • 04/2017 → 05/2019
    Brightway Insurance
    Jacksonville, FL
  • 06/2019 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-11
S63 Uniform Securities Agent State Law Examination 2019-09-10
  • S66 Uniform Combined State Law Examination
    2025-06-11
  • S63 Uniform Securities Agent State Law Examination
    2019-09-10
Other Names
  • Matthew John Competiello
  • Matthew Competiello

View on SEC IAPD

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