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Matthew Ekman

Strategic Advisers LLC

Prior Lake, MN

Minnetonka, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Prior Lake, MN • United States

11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stillwater MN 06/2017 02/2019
University Of Wisconsin, River Falls River Falls WV 01/2014 05/2017
Bank Of America, N.A. Stillwater MN 12/2017 02/2019
E*Trade Securities Llc Bloomington MN 03/2019 01/2023
E*Trade Capital Management Llc Bloomington MN 03/2019 01/2023
Fidelity Investments Minnetonka MN 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 02/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Stillwater, MN
  • 01/2014 → 05/2017
    University Of Wisconsin, River Falls
    River Falls, WV
  • 12/2017 → 02/2019
    Bank Of America, N.A.
    Stillwater, MN
  • 03/2019 → 01/2023
    E*Trade Securities Llc
    Bloomington, MN
  • 03/2019 → 01/2023
    E*Trade Capital Management Llc
    Bloomington, MN
  • 01/2023 → Present
    Fidelity Investments
    Minnetonka, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Minnetonka, MN
  • 2019-03-14 → 2023-01-13
    Harrisdirect Llc
    Edina, MN
    Arlington, VA
    Bloomington, MN
  • 2017-11-07 → 2019-02-21
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Stillwater, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-06
  • S66 Uniform Combined State Law Examination
    2017-11-06
Other Names
  • Matt Ekman
  • Matthew Ekman
  • Matthew Sean-Ryder Ekman
  • Matthew S Ekman

View on SEC IAPD

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