Mateo Severiano Cresci

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 05/2020
  Village Host Grill And Pizza Restaurant
  Burlingame, CA
• 05/2020 → 12/2020
  Dallas County Republican Party
  Dallas, TX
• 08/2021 → 05/2022
  The Meat Shop
  Dallas, TX
• 08/2018 → 05/2022
  Southern Methodist University
  Dallas, TX
• 06/2022 → Present
  Fidelity Investments
  West Lake, TX
• 09/1999 → 01/2017
  Unemployed
  San Mateo, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Dallas, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-12-31
• S63 Uniform Securities Agent State Law Examination
  2022-10-07

Other Names

• Mateo Severiano Cresci
• Mateo Crsci