Best Investors Account Sign in

Matthew John Garofalo

Strategic Advisers LLC

South Lyon, MI

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

South Lyon, MI • 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
Ubs Financial Services Inc. Red Bank NJ 04/2018 03/2020
Fidelity Brokerage Services Llc Ann Arbor MI 03/2020 Present
Ubs Financial Services Inc. Weehawken NJ 12/2015 04/2018
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-28
  • S66 Uniform Combined State Law Examination
    2009-09-28
Other Names
  • Matthew John Garofalo
  • Matthew Garofalo

View on SEC IAPD

More in South Lyon, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor