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Matthew Case

Strategic Advisers LLC

Meridian, ID

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-06-13
TX RA APPROVED_RES 2025-03-31
  • ID RA
    APPROVED
    Since 2025-06-13
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Meridian, ID • 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
Fidelity Brokerage Services Llc Slc UT 10/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2011 → Present
    Fidelity Brokerage Services Llc
    Slc, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Westlake, TX
    Argyle, TX
  • 2012-03-19 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
    Reno, NV
    Covington, WA
    Renton, WA
    Brentwood, CA
    Brentwood, CA
Other Businesses

OBA-132549|OrgNmn:Echo school of dance booster club|Org Addr:Meridian,Idaho,US|OBA Nature:Competative Dance Team Booster|Invst Rel:N|Title:Booster Club Member|Duties:Assisst with fundraising activities for competative dance team such as serving drinks at banquets, selling concessions for events etc. |StrtDt:08-10-26|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-16
S63 Uniform Securities Agent State Law Examination 2006-06-09
  • S66 Uniform Combined State Law Examination
    2012-03-16
  • S63 Uniform Securities Agent State Law Examination
    2006-06-09
Other Names
  • Matthew Case
  • Matthew Mark Case

View on SEC IAPD

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