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Matthew Nelson

Strategic Advisers LLC

Houston, TX

Friendswood, TX

CRD 6310238

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Houston, TX • United States

18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • 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
Wells Fargo Bank, Na Houston TX 01/2018 07/2021
Wells Fargo Clearing Services, Llc Houston TX 01/2018 07/2021
Sam Houston State University Huntsville TX 08/2016 08/2018
Fidelity Investments Houston TX 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 07/2021
    Wells Fargo Bank, Na
    Houston, TX
  • 01/2018 → 07/2021
    Wells Fargo Clearing Services, Llc
    Houston, TX
  • 08/2016 → 08/2018
    Sam Houston State University
    Huntsville, TX
  • 07/2021 → Present
    Fidelity Investments
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Friendswood, TX
  • 2018-04-13 → 2021-07-30
    Wells Fargo Clearing Services, Llc
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-13
S63 Uniform Securities Agent State Law Examination 2014-05-07
  • S66 Uniform Combined State Law Examination
    2018-04-13
  • S63 Uniform Securities Agent State Law Examination
    2014-05-07
Other Names
  • Matthew David Nelson
  • Matthew Nelson
  • Matt Nelson
  • Matthew D Nelson

View on SEC IAPD

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