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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-09-11
TX RA APPROVED_RES 2025-09-11
  • IN RA
    APPROVED
    Since 2025-09-11
  • TX RA
    APPROVED_RES
    Since 2025-09-11

Branch Locations

Fishers, IN • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Indianapolis IN 08/2018 08/2022
Covance Greenfield IN 06/2016 07/2018
Fidelity Investments Indianapolis IN 08/2022 Present
  • 08/2018 → 08/2022
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 06/2016 → 07/2018
    Covance
    Greenfield, IN
  • 08/2022 → Present
    Fidelity Investments
    Indianapolis, IN
Other Businesses

OBA-133168|OrgNmn:Hyball Records|Org Addr:Indianapol,Indiana,US|OBA Nature:Helping Independent artist wit|Invst Rel:N|Title:General Manager |Duties:Help find new artists and help them create and release music |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-133170|OrgNmn:Social Media Manager|Org Addr:Indianapol,Indiana,US|OBA Nature:Managing Social Media for Frie|Invst Rel:N|Title:Social Media Manager|Duties:posting songs, videos, and behind the scenes content to social media page for Positive Flight Productions and Records|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-91035|OrgNmn:Stopbeefinradio|Org Addr:Indianapol,Indiana,US|OBA Nature:Playing new music from major a|Invst Rel:N|Title:Officer|Duties:post music/ videos and albums for major and independent artists|StrtDt:12-01-10|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2020-11-23
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2020-11-23
Other Names
  • Matthew R Sims

View on SEC IAPD

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