Zachary David Mattson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 06/2018
  Strategic Pe Advisors Llc
  West Hills, CA
• 06/2016 → 06/2018
  Emerson Equity
  Westlake Village, CA
• 08/2023 → Present
  Fidelity Investments
  Tigard, OR
• 06/2018 → 08/2023
  Self Employed
  Tualatin, OR
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tigard, OR
• 2019-02-27 → 2021-12-01
  Strategic Pe Advisors Llc
  Newbury Park, CA
• 2016-07-11 → 2018-12-31
  Strategic Pe Advisors Llc
  Newbury Park, CA
• 2012-11-29 → 2014-07-09
  Td Ameritrade, Inc.
  Omaha, NE
  Thousand Oaks, CA
• 2012-11-29 → 2014-07-09
  Td Ameritrade Investment Management, Llc
  Thousand Oaks, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-02-21
• S63 Uniform Securities Agent State Law Examination
  2010-11-19