Matthew G Cooney

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 07/2017
  Hoop Dreams Basketball Camp
  Allendale, NJ
• 06/2017 → 08/2021
  Crestwood Lake
  Allendale, NJ
• 06/2021 → 08/2021
  Summer Superstars Camp
  Allendale, NJ
• 06/2022 → 08/2022
  Fidelity Investments
  New York, NY
• 06/2023 → Present
  Fidelity Investments
  New York, NY
• 08/2019 → 05/2023
  Providence College
  Providence, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-12-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-10-27

Other Names

• Matthew G Cooney
• Matthew Gerard Cooney