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Matthew Maguire Copeland

Strategic Advisers LLC

Overland Park, KS

Raymore, MO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11200 Nall Avenue, Overland Park, KS 66211-1233 • United States

Raymore, MO • 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 American Fork UT 06/2022 Present
Nps Store Orem UT 01/2022 06/2022
Gap Inc Lehi UT 09/2021 12/2021
Waterquest Orem UT 09/2021 06/2022
Whole Food Market Kansas City MO 04/2021 08/2021
Creekmoor Golf Club Raymore UT 03/2021 08/2021
Lds Mission Trip Sao Paulo 02/2019 02/2021
Creekmoor Golf Club Raymore MO 08/2016 02/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    American Fork, UT
  • 01/2022 → 06/2022
    Nps Store
    Orem, UT
  • 09/2021 → 12/2021
    Gap Inc
    Lehi, UT
  • 09/2021 → 06/2022
    Waterquest
    Orem, UT
  • 04/2021 → 08/2021
    Whole Food Market
    Kansas City, MO
  • 03/2021 → 08/2021
    Creekmoor Golf Club
    Raymore, UT
  • 02/2019 → 02/2021
    Lds Mission Trip
    Sao Paulo
  • 08/2016 → 02/2019
    Creekmoor Golf Club
    Raymore, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-27
S63 Uniform Securities Agent State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2023-11-27
  • S63 Uniform Securities Agent State Law Examination
    2022-10-03
Other Names
  • Matthew Maguire Copeland
  • Matthew Copeland

View on SEC IAPD

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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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