Charlie R Matos

Strategic Advisers LLC

North Providence, RI

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

RI RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

North Providence, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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	Smithfield	RI	11/2022	Present
Realty One Group Executives	Smithfield	RI	02/2022	11/2022
Premier Realty Group	North Providence	RI	03/2019	02/2022
At&T	Warwick	RI	08/2007	06/2019
Fidelity Investments	Boston	MA	03/2025	Present

11/2022 → Present

Fidelity Investments

Smithfield, RI
02/2022 → 11/2022

Realty One Group Executives

Smithfield, RI
03/2019 → 02/2022

Premier Realty Group

North Providence, RI
08/2007 → 06/2019

At&T

Warwick, RI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-04-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Smithfield, RI

Other Businesses

OBA-94118|OrgNmn:Licensed Realtor RI|Org Addr:North Prov,Rhode Isla,US|OBA Nature:Guide Clients/Customer through|Invst Rel:Y|Title:Independent Contractor|Duties:connect with clients, tour properties, write purchase and sales contracts, |StrtDt:03-04-19|TotHrs/mon:40|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-24

S66 Uniform Combined State Law Examination

2023-03-24

Other Names

Charlie Rene Matos
Charlie Matos

View on SEC IAPD

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