Best Investors Account Sign in

Matthew Borck

Strategic Advisers LLC

Chicago, IL

Chicago, IL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-06
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2026-01-06
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chicago, IL • United States

One North Lasalle Street, Chicago, IL 60602-3902 • 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
Fidelity Investments Farmington Hills MI 05/2023 Present
Mill Steel Company Grand Rapids MI 11/2021 04/2023
Spendmend Grand Rapids MI 05/2021 10/2021
2941 Mediterranean Street Food Bloomfield Hills MI 11/2017 12/2019
Marconis Pizza Bloomfield Hills MI 05/2019 09/2019
Grand Valley State University Allendale MI 01/2020 09/2020
Doordash Delivery Grand Rapids MI 09/2020 02/2021
Grand Valley State University Allendale MI 02/2021 05/2021
Bloomfield Hills Middle/High School Bloomfield Hills MI 01/2013 11/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2023 → Present
    Fidelity Investments
    Farmington Hills, MI
  • 11/2021 → 04/2023
    Mill Steel Company
    Grand Rapids, MI
  • 05/2021 → 10/2021
    Spendmend
    Grand Rapids, MI
  • 11/2017 → 12/2019
    2941 Mediterranean Street Food
    Bloomfield Hills, MI
  • 05/2019 → 09/2019
    Marconis Pizza
    Bloomfield Hills, MI
  • 01/2020 → 09/2020
    Grand Valley State University
    Allendale, MI
  • 09/2020 → 02/2021
    Doordash Delivery
    Grand Rapids, MI
  • 02/2021 → 05/2021
    Grand Valley State University
    Allendale, MI
  • 01/2013 → 11/2017
    Bloomfield Hills Middle/High School
    Bloomfield Hills, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Farmington, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-01
S63 Uniform Securities Agent State Law Examination 2023-09-20
  • S66 Uniform Combined State Law Examination
    2024-02-01
  • S63 Uniform Securities Agent State Law Examination
    2023-09-20

View on SEC IAPD

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor