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Matthew Parmelee

Strategic Advisers LLC

Frederick, MD

Bethesda, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-04-15
  • MD RA
    APPROVED
    Since 2026-04-15

Branch Locations

Frederick, MD • United States

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • 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
Charles Schwab & Co Inc. Bethesda MD 02/2021 03/2026
Academic Advising And Learning Center-The College Of Wooster Wooster OH 08/2014 02/2017
The College Of Wooster Wooster OH 08/2016 05/2017
Fidelity Investments Bethesda MD 03/2026 Present
Charles Schwab & Co. Inc. Lone Tree CO 07/2017 05/2019
Charles Schwab & Co. Inc. Bethesda MD 05/2019 02/2021
  • 02/2021 → 03/2026
    Charles Schwab & Co Inc.
    Bethesda, MD
  • 08/2014 → 02/2017
    Academic Advising And Learning Center-The College Of Wooster
    Wooster, OH
  • 08/2016 → 05/2017
    The College Of Wooster
    Wooster, OH
  • 03/2026 → Present
    Fidelity Investments
    Bethesda, MD
  • 07/2017 → 05/2019
    Charles Schwab & Co. Inc.
    Lone Tree, CO
  • 05/2019 → 02/2021
    Charles Schwab & Co. Inc.
    Bethesda, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-21
  • S66 Uniform Combined State Law Examination
    2017-12-21
Designations
Other Names
  • Matt Parmelee
  • Matthew Taylor Parmelee

View on SEC IAPD

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