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Matthew Duhaime

Strategic Advisers LLC

Basking Ridge, NJ

Bridgewater, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Basking Ridge, NJ • United States

750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • 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
Tiaa Denver CO 11/2014 05/2017
Unemployed Basking Ridge NJ 05/2017 09/2017
Career Concepts Bozeman MT 09/2017 11/2017
Big Sky Resort Big Sky MT 11/2017 05/2019
Matt Oehler Construction Llc Ennis MT 05/2018 10/2018
Unemployed Basking Ridge NJ 05/2019 12/2020
Scandic Builders Basking Ridge NJ 12/2020 04/2021
Unemployed Basking Ridge NJ 04/2021 12/2021
Tcb Construction Llc Denver CO 12/2021 12/2022
Fidelity Investments Bridgewater NJ 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2014 → 05/2017
    Tiaa
    Denver, CO
  • 05/2017 → 09/2017
    Unemployed
    Basking Ridge, NJ
  • 09/2017 → 11/2017
    Career Concepts
    Bozeman, MT
  • 11/2017 → 05/2019
    Big Sky Resort
    Big Sky, MT
  • 05/2018 → 10/2018
    Matt Oehler Construction Llc
    Ennis, MT
  • 05/2019 → 12/2020
    Unemployed
    Basking Ridge, NJ
  • 12/2020 → 04/2021
    Scandic Builders
    Basking Ridge, NJ
  • 04/2021 → 12/2021
    Unemployed
    Basking Ridge, NJ
  • 12/2021 → 12/2022
    Tcb Construction Llc
    Denver, CO
  • 01/2023 → Present
    Fidelity Investments
    Bridgewater, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bridgewater, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-24
S63 Uniform Securities Agent State Law Examination 2022-12-02
  • S66 Uniform Combined State Law Examination
    2023-04-24
  • S63 Uniform Securities Agent State Law Examination
    2022-12-02
Other Names
  • Matthew Elliott Duhaime
  • Matthew Duhaime

View on SEC IAPD

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