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Matthew Butzke

Strategic Advisers LLC

Coventry, RI

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Coventry, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Westmill Preservation Services Ma MA 05/2016 01/2019
Tesla Energy Ma MA 01/2019 12/2023
Fidelity Investments Smithfield RI 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 01/2019
    Westmill Preservation Services
    Ma, MA
  • 01/2019 → 12/2023
    Tesla Energy
    Ma, MA
  • 01/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Coventry, RI
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-20

View on SEC IAPD

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