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Anna Matricardi

Strategic Advisers LLC

Smyrna, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Smyrna, GA • 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
First Command Financial Planning Fort Worth TX 11/2019 06/2020
Unemployed Due To Pcs Dupont WA 04/2019 11/2019
University Of Maryland University College Kaiserslautern 11/2016 04/2019
Unemployed Due To Pcs Augusta GA 06/2016 11/2016
First Command Brokerage Services Inc Fort Worth TX 06/2020 01/2021
First Command Advisory Services, Inc. Fort Worth TX 06/2020 01/2021
First Command Insurance Services, Inc. Fort Worth TX 06/2020 01/2021
Fidelity Investments Salt Lake City UT 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → 06/2020
    First Command Financial Planning
    Fort Worth, TX
  • 04/2019 → 11/2019
    Unemployed Due To Pcs
    Dupont, WA
  • 11/2016 → 04/2019
    University Of Maryland University College
    Kaiserslautern
  • 06/2016 → 11/2016
    Unemployed Due To Pcs
    Augusta, GA
  • 06/2020 → 01/2021
    First Command Brokerage Services Inc
    Fort Worth, TX
  • 06/2020 → 01/2021
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 06/2020 → 01/2021
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 03/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Atlanta, GA
  • 2020-09-17 → 2021-01-04
    First Command Advisory Services
    Lakewood, WA
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-05
  • S66 Uniform Combined State Law Examination
    2020-09-05
Other Names
  • Anna Marie Matricardi
  • Anna Matricardi Gonzalez

View on SEC IAPD

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