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Matthew J. Kelleher

Strategic Advisers LLC

Exton, PA

West Chester, PA

CRD 7930635

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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 2026-02-04
PA RA APPROVED 2025-04-09
  • TX RA
    APPROVED
    Since 2026-02-04
  • PA RA
    APPROVED
    Since 2025-04-09

Branch Locations

300 Main Street, Exton, PA 19341-3707 • United States

West Chester, PA • 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
Unemployd Columbus OH 02/2016 02/2017
Millersville University Pa PA 04/2019 04/2024
Fidelity Investments Exton PA 05/2024 Present
Maryville College Maryville TN 02/2017 02/2018
Malone University Oh OH 02/2018 04/2019
  • 02/2016 → 02/2017
    Unemployd
    Columbus, OH
  • 04/2019 → 04/2024
    Millersville University
    Pa, PA
  • 05/2024 → Present
    Fidelity Investments
    Exton, PA
  • 02/2017 → 02/2018
    Maryville College
    Maryville, TN
  • 02/2018 → 04/2019
    Malone University
    Oh, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-03
  • S66 Uniform Combined State Law Examination
    2025-04-03
Other Names
  • Matthew J Kelleher
  • Matthew Kelleher

View on SEC IAPD

Nearby Firms

TD PRIVATE CLIENT WEALTH LLC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nearby Investors

EUAN LIVINGTON
PATRICK M FARREN
BRIAN SCHWEITZER

Nearby Offices

TD PRIVATE CLIENT WEALTH LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EXTON, PA

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