Matthew Francis/George Hulse

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

• 06/2019 → 09/2019
  Dunkin' Donuts
  Newburyport, MA
• 09/2019 → 05/2023
  Bryant University
  Smithfield, RI
• 12/2019 → 04/2025
  Valley Hockey League
  Haverhill, MA
• 01/2015 → 06/2018
  Unemployed
  Newburyport, MA
• 02/2022 → 06/2022
  Unemployed
  Newburyport, MA
• 09/2015 → 05/2019
  Pingree School
  Hamilton, MA
• 09/2018 → 06/2019
  Unemployed
  Newburyport, MA
• 06/2022 → 08/2022
  Fidelity Investments
  Merrimack, NH
• 09/2019 → 12/2019
  Unemployed
  Newburyport, MA
• 12/2019 → 05/2020
  Unemployed
  Newburyport, MA
• 07/2024 → 04/2025
  Seacoast Hockey Officials
  Plaistow, NH
• 05/2020 → 02/2022
  Fairway Independent Mortgage Corporation
  Newburyport, MA
• 01/2019 → 09/2019
  Ne Given Day Ecommerce Store
  Newburyport, MA
• 06/2018 → 09/2018
  Spectrum Exterior Designs
  Groveland, MA
• 06/2023 → Present
  Fidelity Investments
  Greenwood Village, CO
• 08/2022 → 07/2023
  Unemployed
  Newburyport, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-07-25

Other Names

• Matthew Hulse
• Matthew Francis Hulse