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Preston Mattson

Strategic Advisers LLC

Beverly, 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 2026-02-11
NH RA APPROVED 2026-02-06
TX RA APPROVED 2026-02-06
  • MA RA
    APPROVED
    Since 2026-02-11
  • NH RA
    APPROVED
    Since 2026-02-06
  • TX RA
    APPROVED
    Since 2026-02-06

Branch Locations

Beverly, 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
Feather & Wedge Rockport MA 12/2021 02/2024
Halibut Point Restaurant & Pub Gloucester MA 11/2017 03/2020
Umass Amherst Department Of Ecgs Amherst MA 02/2022 06/2022
Rockport High School Rockport MA 08/2015 05/2019
Fidelity Investments Merrimack NH 03/2024 Present
Studio Crepe Rockport MA 04/2016 10/2017
Worcester Dining Commons Amherst MA 09/2019 12/2019
University Of Massachusetts, Amherst Amherst MA 09/2019 05/2023
Mayflour Confections Rockport MA 06/2019 02/2023
  • 12/2021 → 02/2024
    Feather & Wedge
    Rockport, MA
  • 11/2017 → 03/2020
    Halibut Point Restaurant & Pub
    Gloucester, MA
  • 02/2022 → 06/2022
    Umass Amherst Department Of Ecgs
    Amherst, MA
  • 08/2015 → 05/2019
    Rockport High School
    Rockport, MA
  • 03/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 04/2016 → 10/2017
    Studio Crepe
    Rockport, MA
  • 09/2019 → 12/2019
    Worcester Dining Commons
    Amherst, MA
  • 09/2019 → 05/2023
    University Of Massachusetts, Amherst
    Amherst, MA
  • 06/2019 → 02/2023
    Mayflour Confections
    Rockport, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-02
S63 Uniform Securities Agent State Law Examination 2024-10-10
  • S66 Uniform Combined State Law Examination
    2026-02-02
  • S63 Uniform Securities Agent State Law Examination
    2024-10-10

View on SEC IAPD

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