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Matthew Godfrey

Strategic Advisers LLC

Lakewood, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Lakewood, CO • 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
Schooling Highlands Ranch CO 01/2014 05/2020
Unemployed Highlands Ranch CO 02/2020 08/2020
Accumed Healthcare Data Analytics Greenwood Village CO 11/2021 04/2022
Unemployed Broomfield CO 01/2024 04/2024
Fidelity Investments Covington KY 04/2024 Present
Redemption City Church Westminster CO 04/2022 12/2022
Accumed Healthcare Data Analytics Greenwood Village CO 08/2020 12/2020
Snooze An Am Eatery Westminster CO 02/2022 01/2024
Unemployed Highlands Ranch CO 07/2021 11/2021
Renewal By Andersen Denver CO 10/2018 12/2019
Cornerstone Church Dunvegan, Edenvale 01/2021 07/2021
Unemployed Highlands Ranch CO 12/2020 01/2021
Payless Car Rental Denver CO 01/2020 02/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 05/2020
    Schooling
    Highlands Ranch, CO
  • 02/2020 → 08/2020
    Unemployed
    Highlands Ranch, CO
  • 11/2021 → 04/2022
    Accumed Healthcare Data Analytics
    Greenwood Village, CO
  • 01/2024 → 04/2024
    Unemployed
    Broomfield, CO
  • 04/2024 → Present
    Fidelity Investments
    Covington, KY
  • 04/2022 → 12/2022
    Redemption City Church
    Westminster, CO
  • 08/2020 → 12/2020
    Accumed Healthcare Data Analytics
    Greenwood Village, CO
  • 02/2022 → 01/2024
    Snooze An Am Eatery
    Westminster, CO
  • 07/2021 → 11/2021
    Unemployed
    Highlands Ranch, CO
  • 10/2018 → 12/2019
    Renewal By Andersen
    Denver, CO
  • 01/2021 → 07/2021
    Cornerstone Church
    Dunvegan, Edenvale
  • 12/2020 → 01/2021
    Unemployed
    Highlands Ranch, CO
  • 01/2020 → 02/2020
    Payless Car Rental
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Broomfield, CO
Other Businesses

OBA-131140|OrgNmn:HOUSE Denver|Org Addr:Denver,Colorado,US|OBA Nature:HOUSE Denver is a local non de|Invst Rel:N|Title:Musicion/Worship Leader|Duties:Prepping for live sets, both musically and song selection. Additionally making sure that I am at meetings early and prepared|StrtDt:06-23-26|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-17
  • S66 Uniform Combined State Law Examination
    2024-07-17

View on SEC IAPD

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Other Offices

FINANCIAL SECURITY MANAGEMENT, INC · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
ALLSTATE FINANCIAL ADVISORS, LLC · Lakewood, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
WELLS FARGO CLEARING SERVICES, LLC · LAKEWOOD, CO
CETERA INVESTMENT ADVISERS LLC · LAKEWOOD, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKEWOOD, CO

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