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Carter Matthews

Strategic Advisers LLC

Pittsfield, MA

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-29
NH RA APPROVED 2025-05-22
TX RA APPROVED 2025-05-22
  • MA RA
    APPROVED
    Since 2025-05-29
  • NH RA
    APPROVED
    Since 2025-05-22
  • TX RA
    APPROVED
    Since 2025-05-22

Branch Locations

Pittsfield, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 Merrimack NH 03/2024 Present
Country Club Of Pittsfield Pittsfield MA 07/2023 08/2023
Pittsfield Public Schools Pittsfield MA 03/2013 06/2019
Pittsfield Public Schools Pittsfield MA 01/2023 02/2024
Berkshire Law Group Lenox MA 06/2022 08/2022
University Of Massachusetts Amherst MA 07/2019 05/2023
Mkb Properties Llc & Tower Acquisition Llc Lee MA 02/2020 04/2022
Onyx Speciality Papers Lee MA 11/2023 11/2023
  • 03/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2023 → 08/2023
    Country Club Of Pittsfield
    Pittsfield, MA
  • 03/2013 → 06/2019
    Pittsfield Public Schools
    Pittsfield, MA
  • 01/2023 → 02/2024
    Pittsfield Public Schools
    Pittsfield, MA
  • 06/2022 → 08/2022
    Berkshire Law Group
    Lenox, MA
  • 07/2019 → 05/2023
    University Of Massachusetts
    Amherst, MA
  • 02/2020 → 04/2022
    Mkb Properties Llc & Tower Acquisition Llc
    Lee, MA
  • 11/2023 → 11/2023
    Onyx Speciality Papers
    Lee, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
S63 Uniform Securities Agent State Law Examination 2024-06-17
  • S66 Uniform Combined State Law Examination
    2025-05-16
  • S63 Uniform Securities Agent State Law Examination
    2024-06-17

View on SEC IAPD

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