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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Aliso Viejo, CA • United States

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • 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
Mountain America Crdit Union Riverton UT 11/2016 01/2018
Vasa Fitness Riverton UT 03/2015 03/2017
Lpl Financial Llc Riverton UT 04/2017 01/2018
Feast Mode Flavors And Nutrition Riverton UT 01/2018 06/2018
Cetera Advisor Networks El Segundo CA 03/2018 05/2018
Fidelity Brokerage Services Llc Salt Lake City UT 09/2018 03/2020
Unemployed Lehi UT 05/2018 08/2018
Carlson Optometry Oroville CA 08/2018 08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated West Jordan UT 03/2020 10/2021
Bank Of America, N.A. West Jordan UT 03/2020 10/2021
Fidelity Investments American Fork UT 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2016 → 01/2018
    Mountain America Crdit Union
    Riverton, UT
  • 03/2015 → 03/2017
    Vasa Fitness
    Riverton, UT
  • 04/2017 → 01/2018
    Lpl Financial Llc
    Riverton, UT
  • 01/2018 → 06/2018
    Feast Mode Flavors And Nutrition
    Riverton, UT
  • 03/2018 → 05/2018
    Cetera Advisor Networks
    El Segundo, CA
  • 09/2018 → 03/2020
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 05/2018 → 08/2018
    Unemployed
    Lehi, UT
  • 08/2018 → 08/2018
    Carlson Optometry
    Oroville, CA
  • 03/2020 → 10/2021
    West Jordan, UT
  • 03/2020 → 10/2021
    Bank Of America, N.A.
    West Jordan, UT
  • 10/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
    Mission Viejo, CA
    Salt Lake City, UT
  • 2020-04-16 → 2021-10-22
    Draper, UT
    West Jordan, UT
    West Jordan, UT
    New York, NY
    West Jordan, UT
  • 2019-07-03 → 2020-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-12
S63 Uniform Securities Agent State Law Examination 2017-10-13
  • S66 Uniform Combined State Law Examination
    2019-04-12
  • S63 Uniform Securities Agent State Law Examination
    2017-10-13
Other Names
  • Matthew Carlson
  • Matthew Donald Carlson

View on SEC IAPD

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