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Matthew Dellamura

Strategic Advisers LLC

Mahopac, NY

Paramus, NJ

CRD 7899297

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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
NJ RA APPROVED 2025-10-09
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-10-09
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Mahopac, NY • United States

396 North Route 17, Paramus, NJ 07652-2907 • 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
Villa Barone Mahopac NY 09/2016 01/2021
M&T Bank Tarrytown NY 06/2022 08/2022
Instacart Mahopac NY 06/2020 10/2023
Le Chateau South Salem NY 09/2023 03/2024
Fidelity Investments Scarsdale NY 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 01/2021
    Villa Barone
    Mahopac, NY
  • 06/2022 → 08/2022
    M&T Bank
    Tarrytown, NY
  • 06/2020 → 10/2023
    Instacart
    Mahopac, NY
  • 09/2023 → 03/2024
    Le Chateau
    South Salem, NY
  • 04/2024 → Present
    Fidelity Investments
    Scarsdale, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mahopac, NY
    Scarsdale, NY
Other Businesses

OBA-126140|OrgNmn:Instacart|Org Addr:Mahopac ,New York,US|OBA Nature:Deliver requested products|Invst Rel:N|Title:Independent Contractor|Duties:Deliver specific items upon request |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22
Other Names
  • Matt Dellamura

View on SEC IAPD

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