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Matthew Spriggs

Strategic Advisers LLC

West Linn, OR

Tigard, OR

CRD 7888092

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-29
OR RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-29
  • OR RA
    APPROVED
    Since 2025-03-31

Branch Locations

West Linn, OR • United States

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • 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
Premiere Property Group Portland OR 01/2018 04/2024
Keller Williams Sunset Corridor Beaverton OR 06/2016 01/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2024 07/2024
Northwestern Mutual Investment Services Llc Lake Oswego OR 05/2024 07/2024
Fidelity Investments Tigard OR 09/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 04/2024
    Premiere Property Group
    Portland, OR
  • 06/2016 → 01/2018
    Keller Williams Sunset Corridor
    Beaverton, OR
  • 05/2024 → 07/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2024 → 07/2024
    Northwestern Mutual Investment Services Llc
    Lake Oswego, OR
  • 09/2024 → Present
    Fidelity Investments
    Tigard, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hillsboro, OR
    Tigard, OR
Other Businesses

OBA-125017|OrgNmn:Premiere Property Group|Org Addr:Portland,Oregon,US|OBA Nature:Real Estate |Invst Rel:Y|Title:Independent Contractor|Duties:Ocassionaly phone calls from past clients to refer to other realtors.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-21
S63 Uniform Securities Agent State Law Examination 2024-06-14
  • S66 Uniform Combined State Law Examination
    2025-02-21
  • S63 Uniform Securities Agent State Law Examination
    2024-06-14
Other Names
  • Matthew Spriggs
  • Matt Spriggs

View on SEC IAPD

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