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Matthew Morisset

Strategic Advisers LLC

Bourne, MA

Smithfield, RI

CRD 8061563

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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
RI RA APPROVED 2026-08-26
TX RA APPROVED 2026-08-26
  • RI RA
    APPROVED
    Since 2026-08-26
  • TX RA
    APPROVED
    Since 2026-08-26

Branch Locations

Bourne, MA • United States

900 Salem Street, Smithfield, RI 02917 • 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
Niko Zarras Fall River MA 03/2024 01/2025
Rory Pommerening Amherst MA 05/2018 05/2022
Bourne High School Bourne MA 09/2013 05/2017
Jack Montgomery Amherst MA 02/2022 05/2022
Histro Kalkanis Bourne MA 02/2025 02/2025
Bridgewater State University Bridgewater MA 09/2017 05/2018
Joe Caufield Grand Forks ND 08/2023 08/2024
Fidelity Investments Smithfield RI 03/2025 Present
University Of Massachusetts - Amherst Amherst MA 09/2018 05/2022
Bob Jarvis Sandwich MA 06/2013 02/2017
Histro Kalkanis Bourne MA 02/2017 03/2024
  • 03/2024 → 01/2025
    Niko Zarras
    Fall River, MA
  • 05/2018 → 05/2022
    Rory Pommerening
    Amherst, MA
  • 09/2013 → 05/2017
    Bourne High School
    Bourne, MA
  • 02/2022 → 05/2022
    Jack Montgomery
    Amherst, MA
  • 02/2025 → 02/2025
    Histro Kalkanis
    Bourne, MA
  • 09/2017 → 05/2018
    Bridgewater State University
    Bridgewater, MA
  • 08/2023 → 08/2024
    Joe Caufield
    Grand Forks, ND
  • 03/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2018 → 05/2022
    University Of Massachusetts - Amherst
    Amherst, MA
  • 06/2013 → 02/2017
    Bob Jarvis
    Sandwich, MA
  • 02/2017 → 03/2024
    Histro Kalkanis
    Bourne, MA
Other Businesses

OBA-117677|OrgNmn:Buzzards Bay House of Pizza|Org Addr:Bourne,Massachuse,US|OBA Nature:Small Family business|Invst Rel:N|Title:Employee|Duties:Pizza delivery driver|StrtDt:01-01-17|TotHrs/mon:0.1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-25
S63 Uniform Securities Agent State Law Examination 2025-06-17
  • S66 Uniform Combined State Law Examination
    2026-08-25
  • S63 Uniform Securities Agent State Law Examination
    2025-06-17
Other Names
  • Matthew Morisset
  • Matthew Morisett

View on SEC IAPD

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