Matthew Metos

Strategic Advisers LLC

CRD 6733505

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
OR	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
OR RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Bend, OR • 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

Organization	City	State	From	To
Loring, Wolcott And Coolidge Trust Company, Llc	Boston	MA	05/2013	11/2016
Fidelity Brokerage Services Llc	Merrimack	NH	11/2016	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2013 → 11/2016

Loring, Wolcott And Coolidge Trust Company, Llc

Boston, MA
11/2016 → Present

Fidelity Brokerage Services Llc

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-12-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

San Francisco, CA

Bend, OR

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2017-05-01

S63 Uniform Securities Agent State Law Examination

2017-05-01

Designations

Certified Financial Planner

Other Names

Matthew Paul Metos
Matthew P Metos

View on SEC IAPD

More in Bend, OR

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