Matthew Wells
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- Fidelity Security Life Insurance Co.Aug 2021 to May 2022
- Forrest T. Jones & Company Inc dba Ftj Retirement AdvisorsAug 2021 to May 2022
- Planmember Securities CorporationAug 2021 to May 2022
- Lockton CompaniesFeb 2021 to Jul 2021
- Waddell & Reed, IncOct 2020 to Jan 2021
- UnemployedSep 2020 to Oct 2020
- State FarmMar 2020 to Sep 2020
- Mylo - A Lockton CompanyMar 2019 to Mar 2020
- BMO Harris Financial Advisors, IncMay 2018 to Apr 2019
- Gwfs EquitiesJan 2018 to May 2018
- Select QuoteAug 2017 to Jan 2018
- UnemployedMay 2017 to Aug 2017
- ScottradeAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 4775926
- Firm CRD
- 104555