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Matthew Sims

Strategic Advisers LLC

Fort Worth, TX

Southlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2933 West 7Th St., Fort Worth, TX 76107-2221 • United States

Southlake, TX • 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
White'S Chapel Methodist Church Southlake TX 11/2019 03/2020
Timarron Hoa Southlake TX 05/2018 11/2019
Unemployed Southlake TX 08/2021 05/2022
Timarron Country Club Southlake TX 02/2021 07/2021
Unemployed Southlake TX 01/2018 05/2018
Trinity Real Estate Investment Services Fort Worth TX 06/2023 08/2023
The Exercise Coach Southlake Southlake TX 09/2023 08/2024
Unemployed Southlake TX 03/2020 05/2021
J.CRew Fort Worth TX 05/2022 05/2023
Trinity Presbyterian Church Southlake TX 12/2015 12/2017
Fidelity Investments Fort Worth TX 09/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → 03/2020
    White'S Chapel Methodist Church
    Southlake, TX
  • 05/2018 → 11/2019
    Timarron Hoa
    Southlake, TX
  • 08/2021 → 05/2022
    Unemployed
    Southlake, TX
  • 02/2021 → 07/2021
    Timarron Country Club
    Southlake, TX
  • 01/2018 → 05/2018
    Unemployed
    Southlake, TX
  • 06/2023 → 08/2023
    Trinity Real Estate Investment Services
    Fort Worth, TX
  • 09/2023 → 08/2024
    The Exercise Coach Southlake
    Southlake, TX
  • 03/2020 → 05/2021
    Unemployed
    Southlake, TX
  • 05/2022 → 05/2023
    J.CRew
    Fort Worth, TX
  • 12/2015 → 12/2017
    Trinity Presbyterian Church
    Southlake, TX
  • 09/2024 → Present
    Fidelity Investments
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Worth, TX
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-08
  • S66 Uniform Combined State Law Examination
    2025-01-08
Other Names
  • Matthew Sims
  • Matthew Harrison Sims

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
GOOD LIFE PRIVATE WEALTH, LLC
SELADOR CAPITAL MANAGEMENT, LP
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

Other Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

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