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Matthew Jacob Bowles

Strategic Advisers LLC

Fort Worth, TX

Westlake, TX

CRD 8190022

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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 2026-08-04
  • TX RA
    APPROVED
    Since 2026-08-04

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Fidelity Investments Westlake TX 11/2025 Present
Wildwood Grill Southlake TX 10/2015 05/2018
Take 5 Oil Change Cheyenne WY 09/2024 02/2025
Legacy Housing Fort Worth TX 04/2025 10/2025
Uber Fort Worth TX 03/2018 05/2019
The Funky Door Lubbock TX 05/2019 09/2024
The Funky Door Lubbock TX 02/2025 04/2025
  • 11/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 10/2015 → 05/2018
    Wildwood Grill
    Southlake, TX
  • 09/2024 → 02/2025
    Take 5 Oil Change
    Cheyenne, WY
  • 04/2025 → 10/2025
    Legacy Housing
    Fort Worth, TX
  • 03/2018 → 05/2019
    Uber
    Fort Worth, TX
  • 05/2019 → 09/2024
    The Funky Door
    Lubbock, TX
  • 02/2025 → 04/2025
    The Funky Door
    Lubbock, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-31
  • S66 Uniform Combined State Law Examination
    2026-07-31
Other Names
  • Matthew Bowles

View on SEC IAPD

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