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Matthew P. White

Strategic Advisers LLC

Merrimack, NH

Newburyport, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-12-03
NH RA APPROVED 2025-12-02
TX RA APPROVED 2025-12-02
  • MA RA
    APPROVED
    Since 2025-12-03
  • NH RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED
    Since 2025-12-02

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Newburyport, MA • 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 Newburyport MA 03/2025 11/2025
Fidelity Investments Merrimack NH 11/2025 Present
Fidelity Investments Merrimack NH 01/2015 09/2024
Fidelity Investments Merrimack NH 09/2024 03/2025
  • 03/2025 → 11/2025
    Unemployed
    Newburyport, MA
  • 11/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 01/2015 → 09/2024
    Fidelity Investments
    Merrimack, NH
  • 09/2024 → 03/2025
    Fidelity Investments
    Merrimack, NH
Previous Registrations
  • 2025-03-31 → 2025-04-04
    Strategic Advisers Llc
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Merrimack, NH
    Merrimack, NH
  • 1994-06-08 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-06-14
S63 Uniform Securities Agent State Law Examination 1992-10-08
  • S65 Uniform Investment Adviser Law Examination
    1994-06-14
  • S63 Uniform Securities Agent State Law Examination
    1992-10-08
Other Names
  • Matthew Peter White
  • Matthew White

View on SEC IAPD

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Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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