Matthew Vanbeekum

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

• 04/2012 → Present
  Fidelity Investments
  Salt Lake City, UT
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Farr West, UT
• 2012-05-16 → 2018-07-13
  Strategic Advisers Llc
  Salt Lake City, UT

Other Businesses

OBA-96923|OrgNmn:Door Dash|Org Addr:Ogden,Utah,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Delivery of food|StrtDt:|TotHrs/mon:50|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2012-05-12
• S63 Uniform Securities Agent State Law Examination
  2006-08-18

Other Names

• Matt Vanbeekum
• Matthew P Vanbeekum
• Matthew Paul Vanbeekum