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Matthew Thomas Concannon

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, OH • 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
Resource Mfg/Toyota Cincinnati OH 06/2021 08/2021
Resource Mfg/Hillman Group Cincinnati OH 05/2020 08/2020
At&T Cincinnati OH 06/2020 07/2020
Sports Plus Cincinnati OH 02/2017 01/2020
Wendy's Cincinnati OH 05/2016 09/2016
Fidelity Investments Covington KY 08/2022 Present
Doordash Cincinnati OH 05/2021 08/2021
Unemployed Cincinnati OH 05/2022 08/2022
St. Xavier High School Cincinnati OH 09/2012 02/2017
University Of Dayton Dayton OH 08/2018 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 08/2021
    Resource Mfg/Toyota
    Cincinnati, OH
  • 05/2020 → 08/2020
    Resource Mfg/Hillman Group
    Cincinnati, OH
  • 06/2020 → 07/2020
    At&T
    Cincinnati, OH
  • 02/2017 → 01/2020
    Sports Plus
    Cincinnati, OH
  • 05/2016 → 09/2016
    Wendy's
    Cincinnati, OH
  • 08/2022 → Present
    Fidelity Investments
    Covington, KY
  • 05/2021 → 08/2021
    Doordash
    Cincinnati, OH
  • 05/2022 → 08/2022
    Unemployed
    Cincinnati, OH
  • 09/2012 → 02/2017
    St. Xavier High School
    Cincinnati, OH
  • 08/2018 → 05/2022
    University Of Dayton
    Dayton, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-17
  • S66 Uniform Combined State Law Examination
    2023-04-17

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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