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Matthew Young

Strategic Advisers LLC

Hartland, WI

Brookfield, WI

CRD 7696853

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-08
WI RA APPROVED 2025-10-08
  • TX RA
    APPROVED
    Since 2025-10-08
  • WI RA
    APPROVED
    Since 2025-10-08

Branch Locations

Hartland, WI • United States

600 N Barker Road, Brookfield, WI 53045-5982 • 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
Usphl Greenwich CT 06/2019 01/2020
Lake Country Barge Pewaukee WI 03/2021 08/2022
Northwestern Mutual Phoenix AZ 02/2023 10/2023
Arizona State University Tempe AZ 08/2021 05/2025
Westpac Wealth Scottsdale AZ 11/2023 02/2025
Fidelity Investments Brookfield WI 06/2025 Present
Arrowhead High School Hartland WI 03/2015 06/2019
Usphl Boston MA 01/2020 03/2021
  • 06/2019 → 01/2020
    Usphl
    Greenwich, CT
  • 03/2021 → 08/2022
    Lake Country Barge
    Pewaukee, WI
  • 02/2023 → 10/2023
    Northwestern Mutual
    Phoenix, AZ
  • 08/2021 → 05/2025
    Arizona State University
    Tempe, AZ
  • 11/2023 → 02/2025
    Westpac Wealth
    Scottsdale, AZ
  • 06/2025 → Present
    Fidelity Investments
    Brookfield, WI
  • 03/2015 → 06/2019
    Arrowhead High School
    Hartland, WI
  • 01/2020 → 03/2021
    Usphl
    Boston, MA
Other Businesses

OBA-130643|OrgNmn:Milwaukee Jr. Admirals|Org Addr:Milwaukee,Wisconsin,US|OBA Nature:Hockey Team|Invst Rel:N|Title:Employee|Duties:Coaching|StrtDt:08-23-26|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12

View on SEC IAPD

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