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Matthew Lyon

Strategic Advisers LLC

Walnut Creek, CA

Walnut Creek, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Walnut Creek, CA • 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
Student Pittsburg CA 07/2016 04/2018
Student Pittsburg CA 10/2018 04/2019
Olive Garden Rohnert Park CA 10/2019 03/2020
Brix And Craft Martinez CA 05/2024 07/2024
Bevmo Santa Rosa CA 04/2019 06/2019
Fidelity Investments Walnut Creek CA 07/2024 Present
Warehouse Demo Service Rohnert Park CA 04/2018 05/2018
Ufc Gym Concord Concord CA 07/2021 11/2021
Kinders Meats And Deli Concord CA 06/2018 07/2018
Unemployed Pittsburg CA 01/2024 05/2024
Student Pittsburg CA 06/2019 10/2019
Applebees Walnut Creek CA 03/2021 03/2021
Red Lobster Rohnert Park CA 10/2018 10/2018
Unemployed Pittsburg CA 03/2020 07/2021
Mikuni Concord CA 10/2021 02/2023
Brands Of Britain Llc San Ramon CA 02/2023 01/2024
Student Pittsburg CA 08/2018 10/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 04/2018
    Student
    Pittsburg, CA
  • 10/2018 → 04/2019
    Student
    Pittsburg, CA
  • 10/2019 → 03/2020
    Olive Garden
    Rohnert Park, CA
  • 05/2024 → 07/2024
    Brix And Craft
    Martinez, CA
  • 04/2019 → 06/2019
    Bevmo
    Santa Rosa, CA
  • 07/2024 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 04/2018 → 05/2018
    Warehouse Demo Service
    Rohnert Park, CA
  • 07/2021 → 11/2021
    Ufc Gym Concord
    Concord, CA
  • 06/2018 → 07/2018
    Kinders Meats And Deli
    Concord, CA
  • 01/2024 → 05/2024
    Unemployed
    Pittsburg, CA
  • 06/2019 → 10/2019
    Student
    Pittsburg, CA
  • 03/2021 → 03/2021
    Applebees
    Walnut Creek, CA
  • 10/2018 → 10/2018
    Red Lobster
    Rohnert Park, CA
  • 03/2020 → 07/2021
    Unemployed
    Pittsburg, CA
  • 10/2021 → 02/2023
    Mikuni
    Concord, CA
  • 02/2023 → 01/2024
    Brands Of Britain Llc
    San Ramon, CA
  • 08/2018 → 10/2018
    Student
    Pittsburg, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-03
  • S66 Uniform Combined State Law Examination
    2024-09-03

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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