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Matthew N. Maginnis

Strategic Advisers LLC

Exton, PA

East Norriton, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-07
PA RA APPROVED 2025-04-16
  • TX RA
    APPROVED
    Since 2026-04-07
  • PA RA
    APPROVED
    Since 2025-04-16

Branch Locations

300 Main Street, Exton, PA 19341-3707 • United States

East Norriton, PA • 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
Fidelity Investments Exton PA 11/2024 Present
Pennsylvania Army National Guard Philadelphia PA 12/2016 12/2022
Lansdale Catholic High School Lansdale PA 09/2014 06/2018
Onemain Financial Hatfield PA 05/2023 10/2024
Bergeys Inc Souderton PA 11/2016 12/2024
  • 11/2024 → Present
    Fidelity Investments
    Exton, PA
  • 12/2016 → 12/2022
    Pennsylvania Army National Guard
    Philadelphia, PA
  • 09/2014 → 06/2018
    Lansdale Catholic High School
    Lansdale, PA
  • 05/2023 → 10/2024
    Onemain Financial
    Hatfield, PA
  • 11/2016 → 12/2024
    Bergeys Inc
    Souderton, PA
Other Businesses

OBA-114614|OrgNmn:Bergeys Inc.|Org Addr:Souderton,Pennsylvan,US|OBA Nature:Manual Labor|Invst Rel:N|Title:Employee|Duties:Report on occasional Saturday mornings and conduct manual labor/ pressure washing|StrtDt:11-11-16|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-10
  • S66 Uniform Combined State Law Examination
    2025-04-10
Other Names
  • Matthew Maginnis
  • Matthew Nicholas Maginnis

View on SEC IAPD

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Other Offices

TD PRIVATE CLIENT WEALTH LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EXTON, PA
COMPREHENSIVE FINANCIAL ADVISERS · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Exton, PA
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