Matthew Murray

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

MI RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Howell, MI • 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
Jp Morgan Securities Llc	Lakewood Ranch	FL	07/2015	09/2018
Wells Fargo Bank, Na	Lakewood Ranch	FL	03/2019	07/2021
Wells Fargo Clearing Services, Llc	Lakewood Ranch	FL	03/2019	07/2021
Unemployed	Parrish	FL	10/2018	02/2019
Unemployed	Howell	MI	08/2021	09/2021
Fidelity Investments	Covington	KY	10/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2015 → 09/2018

Jp Morgan Securities Llc

Lakewood Ranch, FL
03/2019 → 07/2021

Wells Fargo Bank, Na

Lakewood Ranch, FL
03/2019 → 07/2021

Wells Fargo Clearing Services, Llc

Lakewood Ranch, FL
10/2018 → 02/2019

Unemployed

Parrish, FL
08/2021 → 09/2021

Unemployed

Howell, MI
10/2021 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-01-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Howell, MI
2019-05-08 → 2021-07-20

Wells Fargo Clearing Services, Llc

Lakewood Ranch, FL

Sarasota, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-06

S66 Uniform Combined State Law Examination

2019-05-06

Other Names

Matthew Murray
Matthew R Murray
Matt Murray
Matthew Robert Murray

View on SEC IAPD

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