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Matthew Wayne Kerns

Strategic Advisers LLC

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-24
MA RA APPROVED 2022-09-22
  • TX RA
    APPROVED
    Since 2023-05-24
  • MA RA
    APPROVED
    Since 2022-09-22

Branch Locations

155 Seaport Blvd., Boston, MA 02210-2698 • 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 Boston MA 03/2008 07/2022
Strategic Advisers Llc Boston MA 07/2022 Present
  • 03/2008 → 07/2022
    Fidelity Brokerage Services Llc
    Boston, MA
  • 07/2022 → Present
    Strategic Advisers Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-05
S63 Uniform Securities Agent State Law Examination 2006-04-10
  • S66 Uniform Combined State Law Examination
    2009-03-05
  • S63 Uniform Securities Agent State Law Examination
    2006-04-10
Designations

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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