Best Investors Account Sign in

Matthew Rey Lujan

Strategic Advisers LLC

Durham, NC

Cary, NC

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Cary, NC • 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
Usaa Financial Advisors, Inc. San Antonio TX 09/2010 06/2020
Usaa Financial Planning Services San Antonio TX 04/2013 12/2020
Usaa Investment Services Company San Antonio TX 09/2010 12/2020
Usaa Life Insurance Company San Antonio TX 12/2020 07/2021
Security Service Federal Credit Union San Antonio TX 07/2021 07/2022
Fidelity Investments Durham NC 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2010 → 06/2020
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 04/2013 → 12/2020
    Usaa Financial Planning Services
    San Antonio, TX
  • 09/2010 → 12/2020
    Usaa Investment Services Company
    San Antonio, TX
  • 12/2020 → 07/2021
    Usaa Life Insurance Company
    San Antonio, TX
  • 07/2021 → 07/2022
    Security Service Federal Credit Union
    San Antonio, TX
  • 07/2022 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2018-01-08 → 2021-07-14
    Usaa Investment Services Company
    San Antonio, TX
    Phoenix, AZ
    San Antonio, TX
  • 2013-04-17 → 2018-01-08
    Usaa Financial Planning Services
    San Antonio, TX
  • 2010-12-09 → 2013-04-19
    Usaa Investment Services Company
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-01
  • S66 Uniform Combined State Law Examination
    2010-12-01
Other Names
  • Matthew R Lujan
  • Matthew Rey Lujan

View on SEC IAPD

More in Durham, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor