Matthew James Adams

Strategic Advisers LLC

The Woodlands, TX

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

TX RA
APPROVED

Since 2025-03-31

Branch Locations

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States

Coppell, TX • 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
Keller High School	Keller	TX	01/2013	09/2016
Keller Independent School District	Keller	TX	09/2016	10/2017
Unemployed	Colleyville	TX	10/2017	05/2018
Fedex	Grapevine	TX	05/2018	06/2019
Tarrant County College	Hurst	TX	07/2019	12/2020
Texas Tech University	Lubbock	TX	01/2021	12/2022
Fidelity Investments	Westlake	TX	01/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2013 → 09/2016

Keller High School

Keller, TX
09/2016 → 10/2017

Keller Independent School District

Keller, TX
10/2017 → 05/2018

Unemployed

Colleyville, TX
05/2018 → 06/2019

Fedex

Grapevine, TX
07/2019 → 12/2020

Tarrant County College

Hurst, TX
01/2021 → 12/2022

Texas Tech University

Lubbock, TX
01/2023 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-05-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-24
S63	Uniform Securities Agent State Law Examination	2023-05-08

S66 Uniform Combined State Law Examination

2024-05-24
S63 Uniform Securities Agent State Law Examination

2023-05-08

View on SEC IAPD

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