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Matthew Pellegrino

Strategic Advisers LLC

Boxford, MA

Merrimack, NH

CRD 8183610

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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
MA RA APPROVED 2026-03-16
NH RA APPROVED 2026-03-03
TX RA APPROVED 2026-03-03
  • MA RA
    APPROVED
    Since 2026-03-16
  • NH RA
    APPROVED
    Since 2026-03-03
  • TX RA
    APPROVED
    Since 2026-03-03

Branch Locations

Boxford, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Unemployed Boxford MA 07/2025 10/2025
Unemployed Boxford MA 06/2014 02/2018
La Fina Andover MA 03/2022 06/2022
Barrett'S Alehouse Bridgewater MA 10/2023 12/2023
Hands For Hire Topsfield MA 04/2017 09/2020
Maggie'S Farm Restaurant Middleton MA 03/2018 01/2025
Eddie'S Everything Middleton MA 04/2016 08/2021
Fidelity Investments Merrimack NH 10/2025 Present
Tugboats Restaurant West Yarmouth MA 04/2022 06/2025
  • 07/2025 → 10/2025
    Unemployed
    Boxford, MA
  • 06/2014 → 02/2018
    Unemployed
    Boxford, MA
  • 03/2022 → 06/2022
    La Fina
    Andover, MA
  • 10/2023 → 12/2023
    Barrett'S Alehouse
    Bridgewater, MA
  • 04/2017 → 09/2020
    Hands For Hire
    Topsfield, MA
  • 03/2018 → 01/2025
    Maggie'S Farm Restaurant
    Middleton, MA
  • 04/2016 → 08/2021
    Eddie'S Everything
    Middleton, MA
  • 10/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 04/2022 → 06/2025
    Tugboats Restaurant
    West Yarmouth, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-18
  • S66 Uniform Combined State Law Examination
    2026-02-18

View on SEC IAPD

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