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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

801 Boylston Street, Boston, MA 02116-2625 • United States

Boston, MA • 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
Nfp Health Braintree MA 06/2022 08/2022
Landmark Public House Dorchester MA 06/2021 06/2023
Usa Hockey Colorado Springs CO 10/2017 06/2023
O'SUllivan Hockey Skills Dorchester MA 09/2017 06/2023
Boston Golf Club Hingham MA 06/2021 08/2021
Wollaston Golf Club Milton MA 06/2016 08/2022
The Boys And Girls Club Of Dorchester Dorchester MA 06/2019 08/2019
Providence College Providence RI 04/2022 06/2023
Fidelity Investments Smithfield RI 07/2023 Present
Boston College High School Boston MA 08/2015 05/2019
Providence College Providence RI 08/2019 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 08/2022
    Nfp Health
    Braintree, MA
  • 06/2021 → 06/2023
    Landmark Public House
    Dorchester, MA
  • 10/2017 → 06/2023
    Usa Hockey
    Colorado Springs, CO
  • 09/2017 → 06/2023
    O'SUllivan Hockey Skills
    Dorchester, MA
  • 06/2021 → 08/2021
    Boston Golf Club
    Hingham, MA
  • 06/2016 → 08/2022
    Wollaston Golf Club
    Milton, MA
  • 06/2019 → 08/2019
    The Boys And Girls Club Of Dorchester
    Dorchester, MA
  • 04/2022 → 06/2023
    Providence College
    Providence, RI
  • 07/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2015 → 05/2019
    Boston College High School
    Boston, MA
  • 08/2019 → 05/2023
    Providence College
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Milton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-02
S63 Uniform Securities Agent State Law Examination 2023-11-22
  • S66 Uniform Combined State Law Examination
    2024-12-02
  • S63 Uniform Securities Agent State Law Examination
    2023-11-22
Other Names
  • Matthew E Mcgillivray

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