Matthew Sims

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

• 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

• S66 Uniform Combined State Law Examination
  2025-01-08

Other Names

• Matthew Sims
• Matthew Harrison Sims