Matthew Lawler

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
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Carrollton, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Fidelity Investments	Westlake	TX	03/2022	Present
Pennymac	Plano	TX	09/2019	02/2022
Texas Tech University	Lubbock	TX	08/2015	08/2019
Fidelity Investments	Boston	MA	03/2025	Present

03/2022 → Present

Fidelity Investments

Westlake, TX
09/2019 → 02/2022

Pennymac

Plano, TX
08/2015 → 08/2019

Texas Tech University

Lubbock, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-07-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-30
S63	Uniform Securities Agent State Law Examination	2022-09-01

S66 Uniform Combined State Law Examination

2023-06-30
S63 Uniform Securities Agent State Law Examination

2022-09-01

Other Names

Matthew Robert Lawler

View on SEC IAPD

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