Matthew Anthony Dickson
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedApr 2024 to Jul 2024
- Northwestern Mutual Wealth Management CompanyOct 2022 to Apr 2024
- Northwestern Mutual Investment Services LLCMay 2022 to Apr 2024
- Bradley BauneApr 2022 to Apr 2024
- UnemployedAug 2021 to Apr 2022
- TransamericaFeb 2021 to Aug 2021
- UnemployedOct 2019 to Feb 2021
- US BancorpJan 2017 to Oct 2019
- UnemployedOct 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4202929
- Firm CRD
- 104555