Matthew Lynch

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
WA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

Redmond, WA • 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

Organization	City	State	From	To
Brean Capital, Llc	Kirkland	WA	08/2015	03/2019
Unemployed	Kirkland	WA	03/2019	07/2019
280 Securities Llc	Seattle	WA	07/2019	06/2021
Incapital Llc	Boca Raton	FL	07/2021	02/2023
Unemployed	N/A	WA	02/2023	10/2023
Fidelity Investments	Westlake	TX	10/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2015 → 03/2019

Brean Capital, Llc

Kirkland, WA
03/2019 → 07/2019

Unemployed

Kirkland, WA
07/2019 → 06/2021

280 Securities Llc

Seattle, WA
07/2021 → 02/2023

Incapital Llc

Boca Raton, FL
02/2023 → 10/2023

Unemployed

N/A, WA
10/2023 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-01-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Redmond, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-10
S63	Uniform Securities Agent State Law Examination	1992-11-03

S66 Uniform Combined State Law Examination

2024-01-10
S63 Uniform Securities Agent State Law Examination

1992-11-03

Other Names

Matthew Ian Lynch

View on SEC IAPD

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