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Matthew Stoulil

Strategic Advisers LLC

Tulsa, OK

Tulsa, OK

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OK RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2020 South Lewis Ave Suite 100, Tulsa, OK 74104-5757 • United States

Tulsa, OK • 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
Franklin Templeton New York NY 08/2007 07/2022
Unemployed Tulsa, OK 08/2022 12/2022
Fidelity Investments Tulsa OK 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2007 → 07/2022
    Franklin Templeton
    New York, NY
  • 08/2022 → 12/2022
    Unemployed
    Tulsa,, OK
  • 01/2023 → Present
    Fidelity Investments
    Tulsa, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tulsa, OK
    Tulsa, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-06
S63 Uniform Securities Agent State Law Examination 2023-06-13
  • S66 Uniform Combined State Law Examination
    2023-07-06
  • S63 Uniform Securities Agent State Law Examination
    2023-06-13
Other Names
  • Matthew James Stoulil

View on SEC IAPD

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Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

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