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Matthew Alan Hubbard

Strategic Advisers LLC

West Chester, OH

Beavercreek, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

West Chester, OH • United States

4389 Walnut St., Beavercreek, OH 45440-1491 • 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 Covington KY 09/2012 12/2016
Charter Communications Blue Ash OH 12/2016 06/2019
Ge Aviation Evendale OH 06/2019 06/2020
Fidelity Investments Covington KY 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2012 → 12/2016
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 12/2016 → 06/2019
    Charter Communications
    Blue Ash, OH
  • 06/2019 → 06/2020
    Ge Aviation
    Evendale, OH
  • 09/2020 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2013-08-21 → 2016-11-30
    Strategic Advisers Llc
    Covington, KY
Other Businesses

OBA-125664|OrgNmn:Sinclair University |Org Addr:Dayton,Ohio,US|OBA Nature:College/University |Invst Rel:N|Title:Employee|Duties:Teach Economic, and Finance Courses. Hired into the Economics department so client will be primarily Econmics |StrtDt:|TotHrs/mon:40|TrdHrs/mon:2|OBA-62073|OrgNmn:So Chic Bath and Body|Org Addr:West Chest,Ohio,US|OBA Nature:Bath and Body goods|Invst Rel:N|Title:Co Owner|Duties:Sale and make goods |StrtDt:09-28-20|TotHrs/mon:50|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-19
S63 Uniform Securities Agent State Law Examination 2012-12-12
  • S66 Uniform Combined State Law Examination
    2021-01-19
  • S63 Uniform Securities Agent State Law Examination
    2012-12-12
Other Names
  • Matt Alan Hubbard
  • Matthew Alan Hubbard
  • Matthew Hubbard

View on SEC IAPD

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