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Kristi Mato

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-04
TX RA APPROVED 2025-06-02
  • FL RA
    APPROVED
    Since 2025-06-04
  • TX RA
    APPROVED
    Since 2025-06-02

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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 Jacksonville FL 01/2023 Present
Best Buy Jacksonville FL 09/2021 12/2022
Johnson And Johnson Vision Jacksonville FL 07/2019 08/2019
Johnson And Johnson Vision Jacksonville FL 06/2018 08/2018
Florida State College At Jacksonville Jacksonville FL 09/2018 05/2019
Englewood Highschool Jacksonville FL 08/2016 05/2018
Florida State College At Jacksonville Jacksonville FL 08/2019 05/2020
Doordash Jacksonville FL 05/2020 08/2021
  • 01/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 09/2021 → 12/2022
    Best Buy
    Jacksonville, FL
  • 07/2019 → 08/2019
    Johnson And Johnson Vision
    Jacksonville, FL
  • 06/2018 → 08/2018
    Johnson And Johnson Vision
    Jacksonville, FL
  • 09/2018 → 05/2019
    Florida State College At Jacksonville
    Jacksonville, FL
  • 08/2016 → 05/2018
    Englewood Highschool
    Jacksonville, FL
  • 08/2019 → 05/2020
    Florida State College At Jacksonville
    Jacksonville, FL
  • 05/2020 → 08/2021
    Doordash
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-23
S63 Uniform Securities Agent State Law Examination 2023-06-09
  • S66 Uniform Combined State Law Examination
    2025-05-23
  • S63 Uniform Securities Agent State Law Examination
    2023-06-09

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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