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Matthew W. Mcwalters

Strategic Advisers LLC

Roslyn, NY

North New Hyde Park, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1075 Northern Blvd, Roslyn, NY 11576-1681 • United States

North New Hyde Park, NY • 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
Equitable Advisors, Llc. Woodbury NY 06/2022 09/2022
Jb Restaurant Partners Top Fligh Holbrook NY 05/2021 07/2021
Club Corp Hamlet Golf And Country Club Commack NY 05/2019 09/2019
Tokyo Olympics/Nbcuniversal Media Llc New York NY 07/2021 08/2021
Commack High School Commack NY 06/2012 06/2017
University Of Massachussettes Amherst MA 09/2018 05/2022
Unemployed Commack NY 07/2017 08/2018
Fidelity Investments E Northport NY 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 09/2022
    Equitable Advisors, Llc.
    Woodbury, NY
  • 05/2021 → 07/2021
    Jb Restaurant Partners Top Fligh
    Holbrook, NY
  • 05/2019 → 09/2019
    Club Corp Hamlet Golf And Country Club
    Commack, NY
  • 07/2021 → 08/2021
    Tokyo Olympics/Nbcuniversal Media Llc
    New York, NY
  • 06/2012 → 06/2017
    Commack High School
    Commack, NY
  • 09/2018 → 05/2022
    University Of Massachussettes
    Amherst, MA
  • 07/2017 → 08/2018
    Unemployed
    Commack, NY
  • 10/2022 → Present
    Fidelity Investments
    E Northport, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    E Northport, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-20
S63 Uniform Securities Agent State Law Examination 2022-11-30
  • S66 Uniform Combined State Law Examination
    2023-11-20
  • S63 Uniform Securities Agent State Law Examination
    2022-11-30
Other Names
  • Matthew William Mcwalters
  • Matthew Mcwalters

View on SEC IAPD

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