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Zachary David Mattson

Strategic Advisers LLC

Tualatin, OR

Tigard, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Tualatin, OR • United States

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • 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
Strategic Pe Advisors Llc West Hills CA 02/2016 06/2018
Emerson Equity Westlake Village CA 06/2016 06/2018
Fidelity Investments Tigard OR 08/2023 Present
Self Employed Tualatin OR 06/2018 08/2023
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-21
S63 Uniform Securities Agent State Law Examination 2010-11-19
  • S66 Uniform Combined State Law Examination
    2024-02-21
  • S63 Uniform Securities Agent State Law Examination
    2010-11-19

View on SEC IAPD

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