Best Investors Account Sign in

Matthew Weyel

Strategic Advisers LLC

Jacksonville, FL

Green Cove Springs, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Green Cove Springs, FL • 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 Investments Jacksonville FL 12/2021 Present
Specdive Tactical/Evolution Training Centers Alexandria VA 05/2020 10/2021
Cabelas/Bass Pro Shops Gainesville VA 06/2018 05/2020
Quantico Tactical Woodbridge VA 08/2010 06/2018
Sacred Heart Manassas VA 08/2010 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 12/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 05/2020 → 10/2021
    Specdive Tactical/Evolution Training Centers
    Alexandria, VA
  • 06/2018 → 05/2020
    Cabelas/Bass Pro Shops
    Gainesville, VA
  • 08/2010 → 06/2018
    Quantico Tactical
    Woodbridge, VA
  • 08/2010 → 12/2021
    Sacred Heart
    Manassas, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-03
S63 Uniform Securities Agent State Law Examination 2022-04-01
  • S66 Uniform Combined State Law Examination
    2024-01-03
  • S63 Uniform Securities Agent State Law Examination
    2022-04-01
Other Names
  • Matthew Henry Weyel
  • Matt Weyel
  • Matthew Weyel

View on SEC IAPD

Other Firms

LPL ENTERPRISE, LLC
MADDEN ADVISORY SERVICES, INC.
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor