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Matthew Vallejo

Strategic Advisers LLC

South Jordan, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-08-12
  • UT RA
    APPROVED
    Since 2026-08-12

Branch Locations

South Jordan, UT • 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
The Vanguard Group, Inc Scottsdale AZ 08/2014 08/2018
Fidelity Investments Salt Lake City UT 08/2018 01/2025
Newfront Retirement Services, Inc. San Francisco CA 02/2025 05/2026
Fidelity Investments Salt Lake City UT 05/2026 Present
  • 08/2014 → 08/2018
    The Vanguard Group, Inc
    Scottsdale, AZ
  • 08/2018 → 01/2025
    Fidelity Investments
    Salt Lake City, UT
  • 02/2025 → 05/2026
    Newfront Retirement Services, Inc.
    San Francisco, CA
  • 05/2026 → Present
    Fidelity Investments
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-19
S63 Uniform Securities Agent State Law Examination 2014-09-10
  • S65 Uniform Investment Adviser Law Examination
    2025-02-19
  • S63 Uniform Securities Agent State Law Examination
    2014-09-10
Other Names
  • Matthew A Vallejo
  • Matthew Roger Vallejo
  • Matthew Vallejo
  • Matthew Roger Vallejo

View on SEC IAPD

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