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Matthew Lenerville

Strategic Advisers LLC

Aurora, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Aurora, IL • 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 Rolling Meadows IL 09/2017 07/2021
Bank Of America, N.A. Itasca IL 04/2016 09/2017
Indian Prairie School District 204 Aurora IL 09/2011 06/2018
Fidelity Investments Aurora IL 07/2021 Present
Southern New Hampshire University Southern New Hampshire NH 05/2016 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 07/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 04/2016 → 09/2017
    Bank Of America, N.A.
    Itasca, IL
  • 09/2011 → 06/2018
    Indian Prairie School District 204
    Aurora, IL
  • 07/2021 → Present
    Fidelity Investments
    Aurora, IL
  • 05/2016 → 05/2018
    Southern New Hampshire University
    Southern New Hampshire, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-61715|OrgNmn:Net Brands, LLC|Org Addr:Aurora,Illinois,US|OBA Nature:ecommerce|Invst Rel:N|Title:Owner/Member|Duties:Owner - manage accounting, expenses, taxes, products/listings|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-90253|OrgNmn:Fae Forest Fungi, LLC|Org Addr:Aurora,Illinois,US|OBA Nature:Gourmet & Medicinal Mushroom F|Invst Rel:N|Title:Member|Duties:Market Sales & Social Media Marketing|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-16
  • S66 Uniform Combined State Law Examination
    2018-01-16
Other Names
  • Lenny Lenerville
  • Matthew Lenerville
  • Matthew David Lenerville

View on SEC IAPD

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