Best Investors Account Sign in

Matthew Ryan Neufeld

Strategic Advisers LLC

Salt Lake City, UT

Vineyard, UT

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-10
UT RA APPROVED 2026-03-10
  • TX RA
    APPROVED
    Since 2026-03-10
  • UT RA
    APPROVED
    Since 2026-03-10

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Vineyard, UT • 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
Sound Contrux Inc. Santa Maria CA 06/2020 08/2020
Fidelity Investments Salt Lake City UT 10/2025 Present
Elks Lodge 2504 Oceano CA 04/2017 08/2020
Ventana Grill Pismo Beach CA 09/2020 12/2020
Arroyo Grande High School Arroyo Grande CA 09/2015 04/2017
The Church Of Jesus Christ Of Latter-Day Saints Idaho Falls ID 08/2017 09/2019
Safestreets Usa Lehi UT 04/2020 09/2025
  • 06/2020 → 08/2020
    Sound Contrux Inc.
    Santa Maria, CA
  • 10/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2017 → 08/2020
    Elks Lodge 2504
    Oceano, CA
  • 09/2020 → 12/2020
    Ventana Grill
    Pismo Beach, CA
  • 09/2015 → 04/2017
    Arroyo Grande High School
    Arroyo Grande, CA
  • 08/2017 → 09/2019
    The Church Of Jesus Christ Of Latter-Day Saints
    Idaho Falls, ID
  • 04/2020 → 09/2025
    Safestreets Usa
    Lehi, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
  • S66 Uniform Combined State Law Examination
    2026-03-02
Other Names
  • Matthew Neufeld

View on SEC IAPD

Other Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor