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Matthew Wolfe

Strategic Advisers LLC

Fort Worth, TX

Westlake, TX

CRD 5550228

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
D.R. Saur Financial, Inc. Dallas TX 03/2016 04/2021
Beacon Pointe Advisors, Llc Plano TX 04/2021 06/2021
Beacon Pointe Insurance Services, Llc Plano TX 04/2021 06/2021
Fidelity Investments Westlake TX 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 04/2021
    D.R. Saur Financial, Inc.
    Dallas, TX
  • 04/2021 → 06/2021
    Beacon Pointe Advisors, Llc
    Plano, TX
  • 04/2021 → 06/2021
    Beacon Pointe Insurance Services, Llc
    Plano, TX
  • 06/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2021-05-21 → 2021-06-07
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
    Plano, TX
  • 2017-02-04 → 2021-04-21
    D.R. Saur Financial, Inc.
    Dallas, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-07-23
S65 Uniform Investment Adviser Law Examination 2016-02-27
  • S63 Uniform Securities Agent State Law Examination
    2021-07-23
  • S65 Uniform Investment Adviser Law Examination
    2016-02-27
Designations
  • Certified Financial Planner
Other Names
  • Matt James Wolfe
  • Matthew James Wolfe

View on SEC IAPD

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