Matthew Karlson

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2019 → 07/2026
  Fidelity Brokerage Services Llc
  Paramus, NJ
• 05/2019 → 08/2019
  Unemployed
  Redington Beach, FL
• 08/2018 → 05/2019
  Villanova University
  Villanova, PA
• 05/2018 → 08/2018
  Foundershield Llc
  New York, NY
• 08/2009 → 05/2018
  Villanova University
  Villanova, PA
• 03/2025 → 07/2026
  Fidelity Investments
  Boston, MA
• 07/2026 → Present
  Ses Llc
  Salt Lake City, UT
• 07/2026 → Present
  Seia Llc
  Salt Lake City, UT

Previous Registrations

• 2025-03-31 → 2026-07-07
  Strategic Advisers Llc
  Salt Lake City, UT
  Park City, UT
  Salt Lake City, UT
  Denver, CO
  Denver, CO
  Boston, MA
• 2020-04-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Paramus, NJ

Other Businesses

SEIA LLC POSITION: Advisor, NATURE: RIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 07/28/2026 ADDRESS: 2191 S McClelland St, Apt 501, Salt Lake City, UT 84106, United States DESCRIPTION: RIA sales & services

Exams

• S66 Uniform Combined State Law Examination
  2020-01-08

Designations

• Certified Financial Planner

Other Names

• Matthew Kenneth Karlson
• Matthew Karlson