Matthew Ellis

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

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

TN RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939 • United States

Franklin, TN • 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
The Vanguard Group, Inc.	Malvern	PA	07/2010	08/2017
Teysa	Devon	PA	05/2011	06/2017
Fidelity Investments	Franklin	TN	08/2017	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2010 → 08/2017

The Vanguard Group, Inc.

Malvern, PA
05/2011 → 06/2017

Teysa

Devon, PA
08/2017 → Present

Fidelity Investments

Franklin, TN
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-09-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Franklin, TN
2018-07-13 → 2022-08-08

Fidelity Personal And Workplace Advisors

Boston, MA
2018-03-22 → 2018-07-13

Strategic Advisers Llc

Franklin, TN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-03-19
S63	Uniform Securities Agent State Law Examination	2010-09-15

S66 Uniform Combined State Law Examination

2018-03-19
S63 Uniform Securities Agent State Law Examination

2010-09-15

Other Names

Matthew J Ellis
Matthew John Ellis
Matthew Ellis

View on SEC IAPD

More in Franklin, TN

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor