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Matthew Alan Chance

Strategic Advisers LLC

Camden Point, MO

Overland Park, KS

CRD 8069611

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-28
KS RA APPROVED 2025-08-25
MO RA APPROVED 2025-08-25
  • TX RA
    APPROVED
    Since 2025-08-28
  • KS RA
    APPROVED
    Since 2025-08-25
  • MO RA
    APPROVED
    Since 2025-08-25

Branch Locations

Camden Point, MO • United States

11200 Nall Avenue, Overland Park, KS 66211-1233 • 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 Overland Park KS 03/2025 Present
At&T Missouri City MO 02/2010 03/2025
  • 03/2025 → Present
    Fidelity Investments
    Overland Park, KS
  • 02/2010 → 03/2025
    At&T
    Missouri City, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-18
  • S66 Uniform Combined State Law Examination
    2025-08-18
Other Names
  • Matthew Chance

View on SEC IAPD

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