Matthew Little

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 06/2022
  Florida Financial Advisors
  Orlando, FL
• 06/2021 → 12/2021
  Addition Financial Credit Union
  Lake Mary, FL
• 05/2020 → 06/2020
  Eagle Lake Camps
  Colorado Springs, CO
• 12/2021 → 06/2022
  University Of Central Florida
  Orlando, FL
• 08/2020 → 01/2021
  Msl Cpa & Advisors
  Orlando, FL
• 01/2020 → 05/2020
  Msl Cpa $ Advisors
  Orlando, FL
• 05/2019 → 01/2020
  University Of Central Florida
  Orlando, FL
• 05/2019 → 07/2019
  Dollywood
  Pigeon Forge, TN
• 08/2018 → 05/2019
  University Of Central Florida
  Orlando, FL
• 05/2018 → 08/2018
  Patriot Aquatics
  Altamonte Springs, FL
• 08/2014 → 05/2018
  Lake Brantley High School
  Altamonte Springs, FL
• 01/2021 → 06/2021
  Univeristy Of Central Florida
  Orlando, FL
• 06/2022 → 02/2024
  Eagle Lake Camps Of The Navigators
  Colorado Springs, CO
• 02/2024 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2022-06-20 → 2022-06-20
  Florida Financial Advisors, Llc
  Orlando, FL

Other Businesses

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Exams

• S63 Uniform Securities Agent State Law Examination
  2024-05-09
• S65 Uniform Investment Adviser Law Examination
  2022-06-03

Other Names

• Matthew Erich Little