Alfred Peter Mataloni

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

• 04/2016 → 01/2020
  Kestra Financial Services, Inc
  Austin, TX
• 01/2020 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-04-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Urbandale, IA
• 2016-04-20 → 2020-01-28
  Kestra Advisory Services, Llc
  West Des Moines, IA
• 2007-01-18 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  West Des Moines, IA
• 2001-10-01 → 2007-01-17
  Woodbury Financial Services, Inc.
  West Des Moines, IA
  West Des Moines, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-14
• S63 Uniform Securities Agent State Law Examination
  1992-02-10