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Matthew J Valeyko

Strategic Advisers LLC

Chatham, NJ

Millburn, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chatham, NJ • United States

150 Essex St, Millburn, NJ 07041-1631 • 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 Brokerage Services Llc New York NY 07/2005 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2005 → Present
    Fidelity Brokerage Services Llc
    New York, NY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Chatham, NJ
    Millburn, NJ
  • 2016-11-03 → 2018-07-13
    Strategic Advisers Llc
    New York, NY
    Paramus, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-02
  • S66 Uniform Combined State Law Examination
    2016-11-02

View on SEC IAPD

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